1. Click on highlight
Update the Status
2. Click on Status
3. Select the applicable Status
- Not Started
- Deferred
- In Progress
- Waiting for Input
- Completed
Add Permissions for Assignee
4. Next to Permissions click on ADD
5. Select applicable Type
- Global- all Users
- Entity Type-Admins, Clients, Crew Members (Clients and Crew Members do not have access to Task Management at this time)
- Group- Assigned groups (configurable in Code tables)
- User-Specific user only
6. Select Access Type
- General Access- overall task access
- Note Access- access to notes
- Document Access- access to attachments
7. Select specific access you wish to grant per access type
- No Access
- Read Only Access
- Write/Edit Access
8. Click on Add
9. Assign task to designated user/s
Note: You must grant assigned user write access to make updates to tasks
10. Click on Update to save changes
