FAQ: To Dos

Who can see my To Dos?

Depending on their permission levels, Company Users, ClientLink™ Users, and TeamLink™ Users may be able to see To Dos for a Project.

  • Company Users: must have permissions for To Do Lists set as "Can View" or "Can Create, Edit, & Delete" to see To Dos. 
  • ClientLink Users: must have permission for To Dos enabled AND be added as an assigned resource to each To Do in question. 
  • TeamLink Users: must have permission for To Dos enabled AND be added as an assigned resource to each To Do in question. 

To further limit which users can view a To Do, you can also mark the To Do as private. When a To Do is marked as private, only the creator and any assigned or related resources will be able to view the To Do. 

More information on how to mark a To Do as private can be found in this FAQ

Click here for more frequently asked questions (FAQs) regarding To Dos.