Task participants

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The role Task participant is used to give access to the task to the user who is not its assignees. The main difference between this role and the task's assignee is that the participant of the task has access to it, but is not responsible for this task. Therefore, unlike the author and assignee, the participant:

• can not edit or delete a task
• can not change task status
• can not move the task completion date
• will not see the task in his Inbox list.

But

• A participant may remove other participants from the task.

Usual use of this role: access to the task of colleagues, partners or client representatives to inform about the progress of work or for discussion, advice and advice. For this purpose, the task participant has the ability to add Actions and Comments to the task).

Another use of this role is to delegate a task or perform a task to a chain of employees. In this case, usually at any time the task has a single assignee, and the rest users have the role of the task participant. At the right time, the current assignee sets the next assignee, and he becomes the participant of the task.

Like assignees, the participants of the task are selected from the general list, in which there is a list of groups, employees and contacts:

If the employee group is selected as the task participant, all its participants will have access to the task. New employees added to this group will also have access to this task as participants.

Account staff and clients, which you gave access to your account and connected to the task as participants, will see the task in the general lists of tasks available to them. They can add comments, files and other information to the task by using actions. It also has the functionality described above to add actions to the task via e-mail.

Tip

To not add participants to each project task, you can add them to the Default Project Members list in the project card.

Contacts without access to Planfix

If in the task in one of the roles (the owner or assignees) an external contact participates, who does not have access to your Planfix account, he will be able to work on the task via e-mail. His replies to the notification letters from Planfix will be added to the task as an action. Attached files will be added to the task. Thus, for example, you can organize work with an external freelancer or a client - they will communicate with the usual mail, and you will see all the work on the task in the action ribbon.

Important: if you add an external contact to the role as an external contact member when creating or editing a task, it will not receive notifications about it to your e-mail. This allows you to connect it to a task for accounting needs (for example, selecting a participant in filters, reports or Planner) without fear of receiving notifications about connecting to the task. In this case, if you add an action to the task and select such a participant in the "Notify about this" block, he will receive a letter with a notification of the added action.

Go To

• Tasks