Each task has its own access settings. A task can either be visible to Everyone in the company or restricted to selected teams and people.
The initial access depends on where the task is created:
My Tasks: the task is initially visible only to you
Team Tasks: the task receives access based on your teams
Content, Frames, Stories and other objects: the task inherits the access of the object
Restricted Boards: the task inherits the board access
Once a task is restricted, it is marked with the Access icon.
Make or edit a task's access
Open the task and select Access from the three-dot menu. Choose either:
Everyone in the company, or
Restricted to specific teams or people
For restricted access, add the teams and people who should be able to see the task and select Save.
💡Adding a team gives access to all members of that team. You do not need to add every person individually.
Check or change access
For restricted tasks, the Access icon appears in the task and in task lists. Select the icon to see which teams and people currently have access. Select Edit access to change the settings.
Assignees and task access
Assignment and access are separate.
Assigning someone to a task does not automatically give them access to it. If an assignee is not included in the access settings, either directly or through one of the selected teams, Facelift will warn you.
Add the person to the task's access settings if they should be able to open the task. The same applies to your own access. If you remove yourself and are not part of another team with access, you may lose access to the task after saving.
Make a restricted task visible to everyone
Open the task's access settings, choose Everyone in the company, and save your changes. The task is then visible to everyone in your company again.
Tasks connected to other objects
Tasks can be linked to objects in Orchestrate such as Content, Frames or Stories. These objects can have their own access settings.
When creating a task on an object, the task inherits the object's access. If you later link a task to an object with different access settings, Facelift asks whether you want to apply the object's access to the task.
When the access of an object changes, Facelift can also apply that change to its related tasks. You can choose whether to update the tasks or keep their existing access. Tasks you cannot access are skipped.
This allows access to stay aligned between an object and its tasks while still giving individual tasks their own access settings.