Sharing permissions control who can see and work with a task. They use SwiftFox's standard Edit permissions panel, so you can grant access to individual users or to user groups, and keep a task visible only to the people who need it.
Access levels
When sharing a task you can grant any of the three standard access levels:
- Full Access — view and edit the task, change who has access to it, and delete it where the user's role permits.
- View and Edit — view and edit the task, but not delete it or change who has access.
- View only — see the task but not change it.
See Access levels and the "Anyone" default (Document ID: 244).
Set permissions on a task
- In the Create a task pop-up, under Permissions ("Control who can view or edit this task."), click Sharing permissions to open the Edit permissions panel.
- (Optional) Choose a Preset as a quick starting point — Everyone (visible account-wide) or Only me (visible to just you).
- Under Add access for, choose User or User group (or click Add me to add yourself), find the user or group, set an Access level, and click Add.
- Repeat for anyone else who needs access.
- To restrict the task, confirm at least one entry is listed, then remove the Anyone entry.
- Click Apply to confirm the permissions, then Create the task.
Tasks don't offer circles: the task panel has no Current Circle preset and no Circle option.
Tasks in a case don't inherit the case's permissions
A task created inside a restricted case starts visible to everyone. Restrict each task yourself when you create it. See Tasks inside a case (Document ID: 173).
The Visibility column
The tasks table has a Visibility column showing each task's visibility. Hover over the icon to see it — for example, Everyone for a task open to the whole account.
When to restrict a task
- To keep a sensitive task between a small group of users.
- To ensure only a particular team can edit a task while others view it.
- To hide a task from users who do not need to see it.