Account & Settings

MTraczyk
Member

Task / permission settings

SOLVE

Hi, As of now my workflow assigns tasks to a deal owner and only that person can complete it. I want each deal to have an additional owner, and allow that person to complete the tasks as well, how do I do that?

 

Regards, 

Milena 

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Task / permission settings

SOLVE

Hi @MTraczyk,

 

As of now, there are now task properties – so tasks only have one, primary owner.

 

If you want multiple users to be able to edit (complete) tasks, you would have to adjust their task editing permissions (from "owned only" to "team only" or even all tasks).

 

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.

View solution in original post

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

Task / permission settings

SOLVE

@MTraczyk there you go: https://knowledge.hubspot.com/user-management/manage-user-permissions

 

karstenkoehler_0-1758787183587.png

 

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.

View solution in original post

0 Upvotes
3 Replies 3
MTraczyk
Member

Task / permission settings

SOLVE

Hi, thank you for the reply, could you please direct me where I change task editing permissions from "owned only" to "team only" ? 

 

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

Task / permission settings

SOLVE

@MTraczyk there you go: https://knowledge.hubspot.com/user-management/manage-user-permissions

 

karstenkoehler_0-1758787183587.png

 

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.

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

Task / permission settings

SOLVE

Hi @MTraczyk,

 

As of now, there are now task properties – so tasks only have one, primary owner.

 

If you want multiple users to be able to edit (complete) tasks, you would have to adjust their task editing permissions (from "owned only" to "team only" or even all tasks).

 

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.

0 Upvotes