Can I use private notes in a task?

iuow_qdsuf84

Sometimes we need talk with private notes in task between the team (Our customer has access to the proyect). Is there any role / configuration to use private notes in task?

Admin BSF.company

Hello @iuow_qdsuf84 welcome to the community 😃

The scope of access to tasks by users of the project are determined by the role each user is assigned in the project itself. I mean, there is no discrimination of access level from task to task.

Having said that, I guess my approach to your challenge would be one of the following two options:

Option #1

In case of "private notes" that are not too voluminous and need to be seen only by team members of a project.

• Assign the customer a role access of "Guest".
• Put those "private notes" in the project's description which are not accessible by "Guests".

You can find an overview of MeisterTask Roles and Permissions here, and a specific article about the "Guest" role here.

Option #2

In case of "private team conversations" that need to happen in a MeisterTask project where the customer has any type of role.

• Enable the Slack integration inside your MeisterTask project.
• Set up a private channel for the project where only your team has access.
• Let team conversations flow in Slack, and official comments for the customer in each task's comment section.

I hope it helps, best regards 👍

Andrés D'Andrea.