CRM Features
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      Feature Release: Private Tasks

      See below for step by step instructions on using Private Tasks

      Simplifying Task Privacy in ProjectMark

      1. Default Privacy Setting

        • Tasks are now private by default in ProjectMark.

        • When creating a task, it is automatically set as private.

        • Only assigned individuals can initially view the task.

      2. Making Tasks Public

        • To make a task public, click on the task, then click on the option to make it public.

        • Once public, the task can be viewed by all members within the organization.

      3. Visibility Rules

        • Assigned individuals can always see the task, even if it's private.

        • Only the assigned person can view a private task, unless it is made public.

      Link to Video

      https://www.loom.com/share/47ade134ecee40cf98c210c67614980b