Difference between revisions of "How do I make a Private Task?"
From Catalyst
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* [[Getting Started - Personnel Planning]] | * [[Getting Started - Personnel Planning]] | ||
* [[How do I Create a New Task in Tasks Outstanding?]] | * [[How do I Create a New Task in Tasks Outstanding?]] | ||
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* [[How do I Set a Priority on a Task?]] | * [[How do I Set a Priority on a Task?]] | ||
* [[Dealing with "Record in Use" message]] | * [[Dealing with "Record in Use" message]] | ||
Revision as of 15:38, 12 August 2013
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.
- Select [Done] and <Accept> the change.
 | PLEASE NOTE: Leavers If an employee is made 'inactive' or leaves 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
- Getting Started
- Getting Started - Personnel Planning
- How do I Create a New Task in Tasks Outstanding?
- How do I Set a Priority on a Task?
- Dealing with "Record in Use" message
- How do I View and Edit Existing Tasks in Personnel Planning?
- How do I Set Up a Privacy Group?
- How do I Set up Task Types?
- How do I Set up a Task Status?
- How do I Record a Contact Against a Customer/Supplier?
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