Add a permission for Tasks
complete
Loyalsnap Team
updated the status to
complete
Hi everyone,
This is now live. There is a new Tasks permission for each user.
To use it, go to Settings → Team, open a user, and turn Tasks on or off. All existing users have it turned on.
When it is off, the user can't see the Tasks page or set follow-ups. This includes the Tasks tab on the client page and the follow-up options after a text, call or note.
One note: users without the Tasks permission still show in the Assign list for now.
Thanks for the feedback!
Loyalsnap Team
updated the status to
under review
c
citysquarebatonrouge@f45training.com
Yes, I only need a fraction of my staff to be assigned tasks, so this would be great! Could be a check box in the settings menu like the other privileges (inbox, automations, dashboard, etc)