the person who assigned a task is unable to see the tasks...?

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  • crmtesting
    Junior Member
    • Oct 2024
    • 19

    the person who assigned a task is unable to see the tasks...?

    I am using self hosted version. In this one, when a regular user creates a tasks and assigns to another user, the task is only visible to the assigned user. I think it is reasonable that the person who created the task shall also be able to see it.
    it is not possible in EspoCRM or I there is some access level issue?
    in the roles section, a person can see task of own, team, all, but there should be some way so that the person who created and assigned a task should also be able to see the task.

    for instance, in a company, if support team receives a feature request and for that the manager of support team creates a task and assigns to the manager of media team, now the task is only visible to the media team but it should be able visible to both, manager of support team as well as manager of media team. How to make this work..?
    Last edited by crmtesting; 12-31-2024, 09:14 AM.
  • yuri
    Member
    • Mar 2014
    • 8493

    #2
    This problem is addressed in v9.0 with the Collaborators feature.

    The collaborators feature can be enabled for an entity type in the Entity Manager. Once enabled: A link-multiple field Collaborators will be automatically created. A bool filter Shared will be adde...
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • crmtesting
      Junior Member
      • Oct 2024
      • 19

      #3
      Thank you.

      Comment

      Working...