Enable the Client Portal
Tasks are only visible to clients and contacts through the client portal. Learn more about enabling the client portal for a client/contact.
Task Permissions
You can set overall Task permissions for each client which gives you control over what they can see and do. From the Collaborate page, click Permissions for a specific client/contact.
In the Permissions screen that opens, go to the Tasks section.
Enable / Disable - By default the Tasks feature is enabled. Disabling Tasks will completely hide everything related to tasks from this client (they won't know it's a feature in Planpage)
View and Comment - Which tasks the client can view in their portal:
Only Assigned Tasks | Tasks they've been assigned to. |
All Contact Tasks | Tasks that are assigned to at least one client, even if it's not assigned directly to them. Example: Letting bride and groom see all client tasks. |
All Contact & Staff Tasks | View all tasks for the project (regardless of assignment). |
Update - Which tasks the client can edit/update in their portal. The options are identical to the options above (with one exception: an option for None (read only).
Create Tasks - Allow clients to create tasks in the portal.