Account & Settings

Essense
Participant

How to limit the display of tasks?

SOLVE

Hello community 🙂

 

I'm setting the permissions of the variosu hubspot users. Is it possible to allow to see only the owned tasks?

 

A quick example:

A (superamministrator) sees the tasks associated with each user (A, B and C)

B (user) sees only the tasks associated with the user B

C (user) sees only the tasks associated with the user C

 

Thank you very much

Have a very nice day

Chiara

 

 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to limit the display of tasks?

SOLVE

Hi @Essense,

 

Yes, in the user permission settings, you can specify whether a user should see all tasks, tasks within their team or just their own:

 

karstenkoehler_0-1683619464629.png

You can find the instructions here: https://knowledge.hubspot.com/settings/edit-user-permissions

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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5 Replies 5
SNigam
Key Advisor

How to limit the display of tasks?

SOLVE

Hello @Essense ,

 

Yes, it is possible to allow users to see only their owned tasks.These are the steps:-

 

1 Go to "Settings" in the main navigation bar.
2 Select on "Users & Teams".
3 select user which you want to apply that permission.
3 Under the "Permissions" tab,select object access.and edit the task as shown in the screenshot.

 

 

image.png

Thank you 

Shubham Nigam

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How to limit the display of tasks?

SOLVE

Hi @SNigam,

 

If you're providing a very similar reply, at least don't reuse my screenshots.

 

Karsten

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

SNigam
Key Advisor

How to limit the display of tasks?

SOLVE

Oh apology @karstenkoehler I just realized I have fixed now.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How to limit the display of tasks?

SOLVE

@SNigam wrote:

I just realized I have fixed now.


Hi @SNigam, it's a bit weird that you don't 'realize' where you copy your resources from without giving credit. Anyway, thank you for taking action.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to limit the display of tasks?

SOLVE

Hi @Essense,

 

Yes, in the user permission settings, you can specify whether a user should see all tasks, tasks within their team or just their own:

 

karstenkoehler_0-1683619464629.png

You can find the instructions here: https://knowledge.hubspot.com/settings/edit-user-permissions

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.