The table below should provide clarity to roles within your organization as relates to Tasks. Please contact an Admin within your organization if you do not currently have the right permissions for your role.
If Juan is an: |
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| |
| Admin | Flow Editor | Normal User |
Visibility of a task (non flow / non project) created by and for: |
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Juan for Juan | Yes | Yes | Yes |
Juan for Elizabeth | Yes | Yes | Yes |
Elizabeth for Juan | Yes | Yes | Yes |
Elizabeth for Mike | No | No | No |
Mike for Mike | No | No | No |
Ability to create tasks for: |
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|
|
Oneself | Yes | Yes | Yes |
For Someone Else | Yes | Yes | Yes |
Ability to re-assign a non project, non flow task to someone else |
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|
|
If user created the task | Yes | Yes | Yes |
If user had the task assigned to them | Yes | Yes | Yes |
If the user was added to the chat | Yes | Yes | Yes |
If the user is not creator, owner or participant | No | No | No |
Putting tasks in a project |
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If the user belongs to the Project or it is Public | Yes | Yes | Yes |
If the user does not belong to the Project or it is not public | No | No | No |
Re-assigning tasks in a Project |
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|
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If the project is public | Yes | Yes | Yes |
Shared project with a participant user | Yes | Yes | Yes |
Shared project with a non participant user | No | No | No |
Shared project, user is participant and trying to assign to a non-participant | No | No | No |
Re-assigning a task belonging to a flow |
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|
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If the user is a part of the flow at some step or has been invited to the flow | Yes | Yes | Yes |
If the user is not a part of the flow at some step and has not been invited | Yes | No | No |