[Vtigercrm-developers] Permission problem with tasks?

[Uma S]

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
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