How create task for portal user

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  • jflores
    replied
    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.

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  • tanya
    replied
    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

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

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

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  • m.niki
    started a topic How create task for portal user

    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
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