Can I use private notes in a task?
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?
Best Answer
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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.
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