Right

Description

Prerequisite Rights

Pages

View Task records

Edit Task records

Additional

Post

Allows groups to post Tasks to accounts.

From any page of an open task, a Post button becomes available unless the task has posted.

X

X

None

Void

Allows groups to void Tasks from accounts.

From any page of an open task, a Void button becomes available unless the task has not posted.

X

X

None

View Task Assignees

Allows groups to view the list of past and current Task assignees.

Note: To view Task assignees, groups must be able to see Contacts.

X

None

Task record >

General page > Assignment History section

Assign Task

Allows groups to reassign Tasks to another group.

Note: To view Task assignees, groups must be able to see Contacts.

X

X

View Task Assignees

View Task all categories

Allows groups to view the current default Task category.

X

None

Task record > Categories

Create Task all categories

Allows groups to add categories to Tasks.

X

X

View Task all categories

Delete Task all categories

Allows groups to delete categories from Tasks.

X

X

View Task all categories

View Task all custom fields

Allows groups to see custom fields of Tasks.

Note: To work with a custom field, groups must be able to view its category and the category's parents.

To see the custom fields in a Project, groups must be able to view the Project.

X

None

As customized by design

Edit Task all custom fields

Allows groups to change custom fields of Tasks.

X

X

View Task all custom fields

View Task security

Allows groups to view security access for Tasks.

X

None

Task record >

Security page

Edit Task security

Allows groups to change security for Tasks.

Note: Before you can enable security editing for a group and its users, the group must be able to view the appropriate Contacts.

X

X

View Task security

Task Entry Tool

Tool to add, post, and delete multiple tasks in batch.

X

X

Create Task records

Delete Task records

Post (Tasks)

Task Entry Tool