Search Knowledge Base by Keyword

Tasks

< Back

The Tasks tab provides the ability to enable access to Tasks.

Available operations:

View

From the Tasks tab, you can enable View access for tasks.

Available operations with View access:

Create

From the Tasks tab, you can enable Create access for tasks.

Available operations with Create access (requires View):

Update

From the Tasks tab, you can enable Update access for tasks.

Available operations with Update access (requires View):

Delete

From the Tasks tab, you can enable Delete access for tasks.

Available operations with Delete access (requires View):

Export

From the Tasks tab, you can enable Export access for tasks.

Available operations with Export access (requires View):

View Task

View

From the Tasks tab, you can enable View access when viewing the properties of tasks.

Available operations with View access (requires Tasks View):

Update

From the Tasks tab, you can enable Update access when viewing the properties of tasks.

Available operations with Update access (requires View):

Attachments

View

From the Task tab, you can enable View access for attachments when viewing the properties of tasks.

Available operations with View access (requires View Task View and Attachments View):

Update

From the Tasks tab, you can enable Update access for attachments when viewing the properties of tasks.

Available operations with Update access (requires View):

Delete

From the Tasks tab, you can enable Delete access for attachments when viewing the properties of tasks.

Available operations with Delete access (requires View):

Export

From the Tasks tab, you can enable Export access for attachments when viewing the properties of tasks.

Available operations with Export access (requires View):

History

View

From the Tasks tab, you can enable View access for the history when viewing the properties of tasks.

Available operations with View access (requires View Task View):

Export

From the Tasks tab, you can enable Export access for the history when viewing the properties of tasks.

Available operations with Export access (requires View):

Notes

View

From the Tasks tab, you can enable View access for notes when viewing the properties of tasks.

Available operations with View access (requires View Task View):

Create

From the Tasks tab, you can enable Create access for notes when viewing the properties of tasks.

Available operations with Create access (requires View):

Delete

From the Tasks tab, you can enable Delete access for notes when viewing the properties of tasks.

Available operations with Delete access (requires View):

Export

From the Tasks tab, you can enable Export access for notes when viewing the properties of tasks.

Available operations with Export access (requires View):

T-Comm Templates

View

From the Tasks tab, you can enable View access for T-Comm templates when viewing the properties of tasks.

Available operations with View access (requires View Task View and T-Comm Templates View):

Update

From the Tasks tab, you can enable Update access for T-Comm templates when viewing the properties of tasks.

Available operations with Update access (requires View):

Delete

From the Tasks tab, you can enable Delete access for T-Comm templates when viewing the properties of tasks.

Available operations with Delete access (requires View):

Export

From the Tasks tab, you can enable Export access for T-Comm templates when viewing the properties of tasks.

Available operations with Export access (requires View):

T-Comm History

View

From the Tasks tab, you can enable View access for the T-Comm sent history when viewing the properties of tasks.

Available operations with View access (requires View Task View):

Export

From the Tasks tab, you can enable Export access for the T-Comm sent history when viewing the properties of tasks.

Available operations with Export access (requires View):

Linked Assets

View

From the Tasks tab, you can enable View access for linked assets when viewing the properties of tasks.

Available operations with View access (requires View Task View and Assets View):

Update

From the Tasks tab, you can enable Update access for linked assets when viewing the properties of tasks.

Available operations with Update access (requires View):

Delete

From the Tasks tab, you can enable Delete access for linked assets when viewing the properties of tasks.

Available operations with Delete access (requires View):

Export

From the Tasks tab, you can enable Export access for linked assets when viewing the properties of tasks.

Available operations with Export access (requires View):

Task Actions

View

From the Tasks tab, you can enable View access for task actions when viewing the properties of tasks.

Available operations with View access (requires View Task View):

Create

From the Tasks tab, you can enable Create access for task actions when viewing the properties of tasks.

Available operations with Create access (requires View):

Update

From the Tasks tab, you can enable Update access for task actions when viewing the properties of tasks.

Available operations with Update access (requires View):

Delete

From the Tasks tab, you can enable Delete access for task actions when viewing the properties of tasks.

Available operations with Delete access (requires View):

Export

From the Tasks tab, you can enable Export access for task actions when viewing the properties of tasks.

Available operations with Export access (requires View):

Object Level

From the Tasks tab, you can enable object level permissions and restrict access to specific tasks. To restrict access:

  1. Click the Enable Object Level Permissions checkbox to enable object level permissions

    NOTE: A  icon is displayed when Object Level Permissions is enabled.
  2. Add tasks
    1. Click the button to bring up the Tasks dialog
    2. Select tasks from the Name drop down and then click the Add button. Click the Close button to cancel the operation.
    3. Added tasks are displayed below the button
  3. Set permissions for the added tasks (View is required at minimum to access the Tasks module)
    NOTE: Object level permissions restricts access to the tasks selected. Users cannot be assigned to more than one Security Group with the same module permissioned (e.g. Tasks) if any of those modules include object level permissions.
  4. Click the button to delete a task (row) or all tasks
  5. Uncheck the Enable Object Level Permissions checkbox to disable object level permissions
    NOTE:  Deleting all tasks (either from the Tasks tab or the Tasks module) does not disable object level permissions and results in access to no tasks.

Select All

From the Tasks tab, you can select all or deselect all permissions for tasks.

  1. From the menu in the upper right corner, check Select All to check (enable) all permissions on the tab.
  2. Uncheck Select All to uncheck (remove) all permissions on the tab.

Ignore

From the Tasks tab, you can ignore tasks permissions from this security group by selecting Ignore. This option is used when overlaying multiple security groups and tasks permissions are set by a different security group. Not enabling permissions on the Tasks tab, without selecting Ignore, results in no access, as overlaid security groups assume the most restrictive permissions.

Add Tasks

From the Tasks tab, you can add tasks to restrict access to when enabling object level permissions. To add tasks:

  1. Click the button to bring up the Tasks dialog
  2. Select tasks from the Name drop down and then click the Add button. Click the Close button to cancel the operation.

    NOTE:  Tasks are listed alphabetically.