Difference between revisions of "How do I make a Private Task?"
From Catalyst
m |
(Bulk update) |
||
| (13 intermediate revisions by 4 users not shown) | |||
| Line 1: | Line 1: | ||
| − | |||
== Summary == | == Summary == | ||
Sometimes it is necessary to make a Task 'private' so that only you can read, amend or delete it. You may also choose to make it available to select other users, as members of a {{DataPrompt|Privacy Group}}. | Sometimes it is necessary to make a Task 'private' so that only you can read, amend or delete it. You may also choose to make it available to select other users, as members of a {{DataPrompt|Privacy Group}}. | ||
== More Information == | == More Information == | ||
| − | Go to {{Menu| | + | Go to {{Menu|{{PP}}|Tasks Outstanding}} and select the task you want to make private. |
* Select the {{DataPrompt|Private}} check box to make the current task 'private'. | * Select the {{DataPrompt|Private}} check box to make the current task 'private'. | ||
* If you wish to restrict access to a given {{DataPrompt|Privacy Group}}, enter the group code to the right. | * If you wish to restrict access to a given {{DataPrompt|Privacy Group}}, enter the group code to the right. | ||
| − | * | + | ** To add a new group you may click the dropdown then click {{Button|Add}}. See [[How do I Set Up a Privacy Group?]]. |
| + | * Click {{Button|Done}} to save the changes to the task. | ||
| − | {{ | + | {{Warning|text='''Leavers''' - If an employee [[How do I deactivate a user?|leaves]] and their user record made inactive, then their private tasks become visible to any member of staff with a higher security rating than they had when they were {{DataValue|active}}.}} |
== See also == | == See also == | ||
| − | *[[How do I | + | * [[How do I Set Up a Privacy Group?]] |
| − | *[[How do I Set | + | * [[How do I make a private appointment?]] |
| + | * [[How do I Set a Priority on a Task?]] | ||
| + | * [[How do I Set a Deadline on a Task?]] | ||
| + | * [[How do I View and Edit Existing Tasks in Personnel Planning?]] | ||
| − | {{KB_Tags|private task}}{{KB_PP}} | + | {{KB_Tags|private, task, personnel, planning, tasks, outstanding, privacy, priv}} |
| + | {{How}}{{KB_PP}} | ||
| + | |||
| + | {{KB_Ref|PP01}} | ||
Latest revision as of 05:29, 16 October 2021
Summary
Sometimes it is necessary to make a Task 'private' so that only you can read, amend or delete it. You may also choose to make it available to select other users, as members of a "Privacy Group".
More Information
Go to " Personnel Planning Tasks Outstanding" and select the task you want to make private.
- Select the "Private" check box to make the current task 'private'.
- If you wish to restrict access to a given "Privacy Group", enter the group code to the right.
- To add a new group you may click the dropdown then click [Add]. See How do I Set Up a Privacy Group?.
- Click [Done] to save the changes to the task.
 | Leavers - If an employee leaves and their user record made inactive, then their private tasks become visible to any member of staff with a higher security rating than they had when they were 'active'. |
See also
- How do I Set Up a Privacy Group?
- How do I make a private appointment?
- How do I Set a Priority on a Task?
- How do I Set a Deadline on a Task?
- How do I View and Edit Existing Tasks in Personnel Planning?
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
PP01
