Helping you work with your team is the main function of Tasks Pro™. There are a few concepts that Tasks Pro™ uses to enable your team collaboration, and you will be better equipped to use and understand the system if you have a good understanding of these concepts.

Groups

In Tasks Pro™, groups are used to permit and restrict access to tasks. They are used to both allow you to work with and share information with your team members, and restrict access to that information for anyone whose access needs to be restricted.

Users are put into groups to enable them to work together. A user can assign a task to any other user in their group(s). In order to be able to assign a task to another user, you must be in a group with that user.

There is no limitation on the number of groups you can create, so you can accomplish almost any configuration you desire.

Assigning Tasks

When you create a task, you can choose the task owner. Select the name of the person who needs to do the task from the Owner drop down.

Task Groups

When you create a task, you can choose which groups (you are a part of) have access to the task. Only users in the groups you select for the task can access the task.

In your preferences, you can choose a default group or default set of groups that you want to be set on all new tasks that you create.

Additionally, you can choose to allow the existing task groups on a parent task to be used for sub-tasks you create.

If 'Users can only see groups they are a member of' is checked in the Server Settings, then users will only be able to make tasks viewable by groups they are a member of.