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How to restrict access to a task

Create tasks that only Admins and Managers can see

Francesca Moores avatar
Written by Francesca Moores
Updated over a week ago

The ability to restrict permissions is only available for Team & Standard plans, assigning tasks to users is only available on the Standard Plan. Upgrade at any time from your Billing Panel.

πŸ’‘ Note: Only Admins can edit tasks and set permissions.

When creating or editing a task in the Task Editor, at the bottom of the assign page you can set the task permissions.

By default, everyone can view and complete the task, but you now have the option to restrict access to only Manager and Admin users.

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Any tasks that are restricted will show with a 'manager only' icon on the Manage Tasks page.

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When viewing a Site whilst logged in as a Manager or Admin user, you'll see a banner on any task which is restricted, when you expand to view it.

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Team users will not see these restricted tasks, on the Trail, in the Search Tasks or Add Task panel either.

Use it to ensure better accountability from Managers

One example of how you could use this feature is to add a "Daily Manager Sign Off" task, ensuring that they confirm that their site meets the standards that you expect.

Here's an example of how that task would look.

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How to restrict access to a field

If you don't need to restrict an entire task but would prefer managers and admins to complete a particular field, there's a 'Restrict' function available for Record Log fields.

For example, a manager sign off:

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Assign tasks to roles or individual users

As a Trail Admin on a Standard Plan, you can assign tasks to a particular role or to individual users, as well as assigning to sites.

Important: If a task is assigned to users, it will only be seen by the specific roles or users selected in the Users section on the Assign tab in the Complete Tasks view. Learn more about assigning tasks to users here.

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