Team members
Team members can:
- View any task
- Delete any task
- Modify any task
- Create new tasks
- Add a new task type
- Add members to new or existing tasks
- Remove members from a task
- View progress for any task
- Override the task progress percentage for any asset
Non-team members
Non-team members who are deal members can:
- Create a new task
- View tasks they created or are members of
- Edit tasks they created or are members of
- Change the due dates of tasks they created or are members of
- Upload attachments to tasks they created or are members of
- View files attached to tasks they created or are members of
- Delete an attached file that they uploaded
- Delete a task they created
- See the list of other deal members and assign a task to any of them
- Remove task members from a task they are a member of
- Mark a task they are a member of as complete
Non-team members cannot:
- See any tasks they are not the creator or a member of
- Override the task progress percentage for an asset
- Delete attached files they did not upload
- Delete tasks they did not create
- See the list of team members who are not deal members
When non-team members view the assets tab, the Tasks % shown is calculated only from the tasks they can view. (They will see N/A if they cannot view any tasks associated with that asset.) For example, a team member might see 50% while a non-team member sees 100%.