Task assigner

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Every task task in Planfix has an Assigner — the person who created it.

Task assigners can be:

  • employees within an account
  • clients with access to an account
  • contacts without access to an account

Assigners can be selected from a list of all employees and contacts:

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Assigner privileges

editing and deleting tasks modifying task status and dates modifying task assignees viewing and adding task comments


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