If I create a recurring task in my Pro account, will my receptionist see it on a Free account?

GregK
GregK Member Posts: 3 Beginner
edited January 20 in Ask the Community

Hello.

I use a Pro account. My receptionist has a Free account (and she only needs access to 2-3 projects).

We plan on using recurring tasks as a checklist of things that need to be done on certain days each week.

Can this be done properly in MeisterTask between a Pro+Free account arrangement?

Will there be any limitations compared to a Pro+Pro account arrangement?

Are there any "tips or tricks" and/or best practices when setting up recurring tasks?

Thank you.

Best Answers

  • Andres D'Andrea
    Andres D'Andrea Digital Solutions Architect Worldwide Availability In English Or SpanishMember, International Partner Posts: 167 Mastermind
    Answer ✓

    Hello @GregK, thanks for writing back.

    To be honest, I haven't tested your proposed scenario myself, and I wouldn't do it for the reasons I explained before.

    So, I can't provide a different answer from the one already provided.

    If I were in your shoes, I'd channel this question through the official MeisterTask Help Channel using the official form for it.

    Best regards.

    Andrés D'Andrea.

    Follow me on LinkedIn and:

    BSF.company - Digital Solutions For Your Business.

    Technopreneuring.Com - Optimize Resources. Maximize Results.

    GestionOperativa.Com - Optimiza Recursos. Maximiza Resultados.

  • Miša
    Miša Admin, MeisterLobster Posts: 341 Community Admin
    Answer ✓

    Hi @GregK and welcome!

    Thanks for reaching out - Your receptionist will not be able to set up any automations but he/she will be able to see the task and collaborate on it. The checklist will be visible to your receptionist.

    I hope this answers your question - let me know if not!

    Best,

    Miša

Answers

  • GregK
    GregK Member Posts: 3 Beginner

    Thanks for your reply Andres.

    While your reply was helpful in a general sense, it didn't really answer my question regarding recurring tasks. I am hoping to get a specific answer.

    If I create a recurring task (as a recurring checklist of things that my receptionist needs to do on a certain day of the week or month) in my Pro account, will I be able to have my receptionist use the recurring task (checklist) on a Free account?

    Will there be any limitations for this specific use case on a Pro+Free plan versus a Pro-Pro plan?

    Thank you.

  • GregK
    GregK Member Posts: 3 Beginner

    Will do. Thanks for your advice Andres.