[Vtigercrm-developers] Permission problem with tasks?

[socialboostdk]

Hi Uma,

You write its default private. Can I change that configuration? I agree
with Oleg that there is little need for privacy in most cases, as the tasks
are often shared across the team.

On Mon, 28 Jun 2021 at 14:06, Uma S <uma.s at vtiger.com> wrote:

> Hi,
>
> It's good to make use of project tasks, instead of Tasks in this case. As
> they are by default private.
>
> On Fri, Jun 11, 2021 at 7:21 PM Oleg Antonov <oleg.a at pinstudio.ru> wrote:
>
>> Totally Agree.
>> Field "Shared with users:" is the reason why I had to setup YetiForce
>> once.
>> If a company has separate branches and uses a matrix management system it
>> becomes crucial.
>> For example we set an accountant as responsible for a record. Then either
>> we hide the record from the branch or we had to give access to all the
>> accountant's records to all branches. AND we lost information on which
>> branch owns the record.
>>
>>
>> According to Tasks.
>> There shouldn't be anything personal for sales persons inside CRM —
>> everything belongs to the company.
>> The Head of Sales Department should have the ability to see all tasks.
>> Person who created a task (for someone else) should not lose access to it
>> unless it is not explicitly transferred to someone else.
>>
>> пт, 11 июн. 2021 г. в 03:22, Tony Sandman <tonysandman999 at gmail.com>:
>>
>>> Many sharing issues would go to hell with creating a field "Shared with
>>> users:" - the same as yetiforce set.
>>> This one little thing effectively could replace Customer Portal (menu
>>> config should be more flexible too)
>>>
>>> T.
>>>
>>> On Thu, Jun 10, 2021 at 10:18 PM Angelo Paglialonga <
>>> info at angelopaglialonga.com> wrote:
>>>
>>>> Hi Chris, maybe it’s because you should use project tasks instead, I
>>>> think tasks are just “personal to-dos for sales people”.
>>>> What do you think?
>>>>
>>>> Have a nice day
>>>> _______________
>>>>
>>>> Angelo Paglialonga
>>>> Consulente per soluzioni CRM ad alto ROI.
>>>>
>>>> Telefono: 3386077866
>>>> Skype: angelo.paglialonga
>>>> Web: https://www.angelopaglialonga.com
>>>>
>>>>
>>>>
>>>> > Il giorno 10 giu 2021, alle ore 16:55, socialboostdk <
>>>> socialboostdk at gmail.com> ha scritto:
>>>> >
>>>> > Hi there,
>>>> >
>>>> > I have a "funny" problem:
>>>> >
>>>> > They have a student worker who is creating tasks for colleagues. But
>>>> when he has then created a calendar task for a colleague, he can now no
>>>> longer see that task.
>>>> >
>>>> > So creating many tasks a day he will forget if he created for
>>>> colleague X or not.
>>>> >
>>>> > Is there any way to allow tasks created by user Y always viewable by
>>>> user Y despite being created to X.
>>>> >
>>>> > Thanks,
>>>> > Chris
>>>> > _______________________________________________
>>>> > http://www.vtiger.com/
>>>>
>>>>
>>>> _______________________________________________
>>>> http://www.vtiger.com/
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>
>> _______________________________________________
>> http://www.vtiger.com/
>
>
>
> --
> With
> Best Regards
> Uma.S
> Vtiger Team
> _______________________________________________
> http://www.vtiger.com/
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