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Permissions for group tasks

  • September 11, 2023
  • 5 replies
  • 307 views

Understanding who can see what tasks can sometimes be confusing. Here’s a simple guide to help you navigate permissions for group tasks:

  1. Admins:

    • You can view all tasks for groups, regardless of whether they are assigned, scheduled, or triggered.
  2. Employees in a Group:

    • You will only see tasks for your group, whether they are assigned or not, and whether they are scheduled or triggered.
  3. Employees with "Manage all shared tasks for groups" Permission:

    • You can see all tasks for groups, similar to admins, whether they are assigned, scheduled, or triggered.



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4. Employees with Individual Task Permissions:

  • If you have permission to see individual tasks, you will see scheduled tasks for your group, but only for the employees whose tasks you are allowed to view.

Example: John can see tasks that are requested for Andy. If this task is a group task, John will only see it when it is in the "Scheduled" status. Once the task is triggered, he will no longer see the task.

We hope this clarifies how task visibility works. If you have any questions or need further assistance, please don’t hesitate to reach out. We're here to help!

5 replies

Zoe Gehring

Thanks for this overview, @Ohad Preger! Is there any way to allow all Groups member’s to Manage Tasks of their Group only (and not see or manage other Groups tasks)? Best regards, Zoe


Maital Terdiman
Bobber

Hey @Zoe Gehring 

At the moment as Ohad shared:

Employees that are part of a group - Will only see tasks for their group whether they are assigned or not and scheduled or triggered


Hello, we’re wanting to give our HR team visibility of all tasks including triggered, sent and scheduled. I can’t see a way to action this? Don’t want to limit to groups, happy for them to see all so they know who has received what so we can push back when we get the ‘i never had this’ comments 😄


Jessica Lane
Bobber

Hi ​@Charlotte Cowley 👋🏼

 

In a custom permission group, you can grant the following permission which will grant the group members access to the ‘manage tasks’ area in Bob:

 

😊


Thanks Jess! Just what i was missing 😀

Hi ​@Charlotte Cowley 👋🏼

 

In a custom permission group, you can grant the following permission which will grant the group members access to the ‘manage tasks’ area in Bob:

 

😊