Tasks

InLoox provides comprehensive task management capabilities including project-specific tasks, global tasks, task checklists, and Outlook calendar synchronization.

Permissions for Task Management

You can restrict user access to tasks by assigning permissions globally, for departments, or via project roles. The following task permissions are available:

• Read tasks
• Read own tasks
• Edit tasks
• Edit task status
• Edit status of own tasks
• Read task comments
• Add task comments
• Delete task comments
• Delete own task comments
• Edit task status definitions
• Delete tasks
• Delete own tasks

note

Edit task status definitions controls who may change the task statuses of a project — renaming, adding, deleting, and recoloring a status, and moving the Kanban columns. Setting the status of individual tasks is covered by the Edit task status permissions. See Team Task Management with Kanban.

Important

You must have InLoox administrator rights to access InLoox Account Settings and configure user permissions.

For more details about global user permissions, department permissions, role permissions, and groups, see the help article on InLoox Permissions.

Topics

• Project Tasks — Create and manage tasks within a project
• Synchronize Project Tasks with Outlook Calendar — Keep tasks in sync with your Outlook calendar
• Global Tasks — Manage tasks across all projects in a list view
• Checklists for Tasks — Add checklists to break tasks into smaller steps