How to restrict task access?: Difference between revisions

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If an employee has access to one of a project's tasks, this by no means implies that they will have access to other tasks in the project. Access to each individual task is determined by the rules you set.
If an employee has access to one of a project's tasks, this by no means implies that they will have access to other tasks in the project. Access to each individual task is determined by the [[Permissions in Planfix | rules]] you set.
   
   


Other employees and clients linked to your account will not have access to the task. If you want to link other people to a task, add them as participants or assignees in the [[Task details panel]].
Other employees and clients linked to your account will not have access to the task. If you want to link other people to a task, add them as participants or assignees in the [[Details panel | Task details panel]].
   
   



Latest revision as of 14:53, 28 February 2024

If an employee has access to one of a project's tasks, this by no means implies that they will have access to other tasks in the project. Access to each individual task is determined by the rules you set.


Other employees and clients linked to your account will not have access to the task. If you want to link other people to a task, add them as participants or assignees in the Task details panel.


You can see who has access to a task in the Permissions panel:


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