How create task for portal user

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • m.niki
    Junior Member
    • Oct 2016
    • 3

    How create task for portal user

    Hi! I am a new user "EspoCRM". That solves the problem of tasks:

    I (admin) creates a task for the portal user, assigning portal uset, but he does not see this task ...

    the portal roles I set that can read, edit and delete their tasks,

    How do I set up to be able to read the tasks given to him by someone else created?

    thanks for advices
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hi.
    Change portal role permission from own to contact
    set as a parent a contact, which related to portal user. (in task)

    Comment

    • SebastianZ
      Member
      • Apr 2017
      • 39

      #3
      same problem here, did you solve it?
      On dashboard in the dashlet nothing "my tasks" nothing shown, over menu task everything is fine.

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        Hello
        In the dashlet are shown tasks assigned to logged user, not all available tasks. You can create other dashlet withou "OnlyMy" flag.
        Hi, noob here, I want to mainly use Espo as a ticket manager but I lack some features. For example I would like to make some custom views to have directly a

        Comment

        • jflores
          Member
          • Aug 2019
          • 57

          #5
          Hi there - I was trying to accomplish this:
          • I assign task to Portal User
          • Portal User sees the task in "My Tasks" dashlet on portal
          That's not happening, even though I think I have the permissions correct. I made a video showing what's going on and how I have things set up:

          https://www.loom.com/share/cd23f56f0...b6f34797abd5e7

          Portal Task Settings for User:
          • Create: No
          • Read: Contact
          • Edit: Own
          • Delete: No
          • Stream: No
          PS. I'm on latest everything (software, environment, etc)

          UPD: I got it to "work" by copying the Task dashlet into a custom one called "Contact Tasks" that differed from the default Task dashlet in that "onlyMy" was set to "false." Then, I set ACL to "Contact" and it shows up fine.

          I guess for my understanding, when a portal user is assigned to a task, it's not a true assignment (e.g., $user->id != $entity->get('assignedUserId')) inside the portal?
          Last edited by jflores; 10-24-2019, 10:24 PM.

          Comment

          Working...