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Permission Set Glossary - Tasks
Permission Set Glossary - Tasks

Reviewing the Tasks permission settings and what each of them controls

Angela Lim avatar
Written by Angela Lim
Updated over 3 years ago

⭕ This article is for users with the Account Owner role.

1. Archive task --- Allow user to archive a task

When checked, users can:

  • Delete a task on their Tasks list or a task they've assigned to another user

2. Create task --- Allow user to create a new task

When checked, users can:

  • Access the "Task" option under the Create button

  • Access the "Add Task" button on the Tasks page

3. Update task --- Allow user to edit a task

When checked, users can:

  • Make changes to the task name, description, or due date for their own task, or a task they've assigned to other users

4. Update task assignment --- Allow user to reassign a task

When checked, users can:

  • View all staff and participant user names in the Assign To drop-down when creating a new task, and assign that task to a user

  • View all staff and participant user names in the Reassign to Another User drop-down when updating an existing task

  • View the tasks they've assigned to other users under the "Tasks I've Assigned to Others" section

Without this permission, a user can only assign tasks to themselves, and are blocked from re-assigning existing tasks.

5. View assigned by user --- Allow user to view the name of the person who assigned them a task

When checked, users can:

  • View the name of the person who assigned them a task in the My Tasks section

6. View task --- Allow user to view tasks

When checked, users can:

  • Access their tasks from the "Tasks" button on the lefthand navigation menu

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