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Visibilities & authorizations of tasks & topics


General information on visibility & authorizations can be found in the following article: Visibilities & authorizations


Customize visibility

By default, a task / information / decision / topic is visible to the Basic teams of participants (creator / responsible / responsible person / collaboration / recipient) and to the Basic teams in the project when it is created. The visibility can be adjusted both during creation and after creation using the shield icon By authorized users. The visibility can only be restricted to the extent that the task etc. Is visible to all participants.



Adjusting the visibility of a task etc. Has no influence on the visibility of linked elements in the details / comments of the task etc. (e.g. Linked documents, photos, tasks etc.).


If a participant (including the recipient of a comment) is added to a task etc. After it has been created, for whom it was previously not visible, a corresponding message appears to add the Basic team of the participant to the visibility. In this case, you can either accept the automatically adjusted visibility or select a different team so that the task etc. Is visible to all participants.



Visibilities & authorizations in details


Tasks


Project administrator

Project coordinator

Creator

Responsible

Collaborators

Remaining users

Create

*

*

–

–

*

Display / Edit

 Show in list

*

* With visual right *

*

*

*

* With visual right *

 Show title & details (*)

*

* With visual right *

*

*

*

* With visual right *

 Edit title & details

*

* With visual right *

*

*

 Show checklist (*)

*

* With visual right *

*

*

*

* With visual right *

 Edit checklist

*

* With visual right *

*

*

*

 Show assignment & planning

*

* With visual right *

*

*

*

* With visual right *

 Edit assignment & planning (**)

*

* With visual right *

*

*

* Restricted *

 Show coordination

*

* With visual right *

*

*

*

* With visual right *

 Edit coordination

*

* With visual right *

*

*

*

* With visual right *

 Show status

*

* With visual right *

*

*

*

* With visual right *

 Change status

*

* With visual right *

*

*

* Personal status *

 Show comments (*)

*

* With visual right *

*

*

*

* With visual right *

 Create comments

*

* With visual right *

*

*

*

* With visual right *

 Delete comments (***)

* Restricted *

* Restricted / With visual rights *

* Restricted *

* Restricted *

* Restricted *

* Restricted / With visual rights *

 Show visibility

*

* With visual right *

*

*

*

* With visual right *

 Extend visibility

*

* With visual right *

*

*

*

* With visual right *

 Edit visibility

*

* With visual right *

*

*

 Show change history

*

* With visual right *

*

*

*

* With visual right *

Observe

*

* With visual right *

*

*

*

* With visual right *

Create reminder

*

* With visual right *

*

*

*

* With visual right *

Export

*

* With visual right *

*

*

*

* With visual right *

Derive template

*

* With visual right *

*

*

*

* With visual right *

Copy

*

* With visual right *

*

*

*

* With visual right *

Delete

*

* With visual right *

*


(*) Linked elements can only be opened by a user if they are visible to that user. For details, see Visibilities & authorizations.

(**) Collaborators can only customize the collaboration.

(***) Comments can only be deleted if they had no recipients and there are no new comments from other users.


Information / decisions


Project administrator

Project coordinator

Creator

Responsible person

Receiver

Remaining users

Create

*

*

–

–

*

Display / Edit

 Show in list

*

* With visual right *

*

*

*

* With visual right *

 Show title & details (*)

*

* With visual right *

*

*

*

* With visual right *

 Edit title & details

*

* With visual right *

*

*

 Show assignment

*

* With visual right *

*

*

*

* With visual right *

 Edit assignment

*

* With visual right *

*

*

 Show coordination

*

* With visual right *

*

*

*

* With visual right *

 Edit coordination

*

* With visual right *

*

*

*

* With visual right *

 Show comments (*)

*

* With visual right *

*

*

*

* With visual right *

 Create comments

*

* With visual right *

*

*

*

* With visual right *

 Delete comments (**)

* Restricted *

* Restricted / With visual rights *

* Restricted *

* Restricted *

* Restricted *

* Restricted / With visual rights *

 Show visibility

*

* With visual right *

*

*

*

* With visual right *

 Extend visibility

*

* With visual right *

*

*

*

* With visual right *

 Edit visibility

*

* With visual right *

*

*

 Show change history

*

* With visual right *

*

*

*

* With visual right *

Export

*

* With visual right *

*

*

*

* With visual right *

Derive template

*

* With visual right *

*

*

*

* With visual right *

Copy

*

* With visual right *

*

*

*

* With visual right *

Delete

*

* With visual right *

*


(*) Linked elements can only be opened by a user if they are visible to that user. For details, see Visibilities & authorizations.

(**) Comments can only be deleted if they had no recipients and there are no new comments from other users.


Topics


Project administrator

Project coordinator

Creator

Responsible person

Remaining users

Create

*

*

–

–

*

Display / Edit

 Show in list

*

* With visual right *

*

*

* With visual right *

 Show title & details (*)

*

* With visual right *

*

*

* With visual right *

 Edit title & details

*

* With visual right *

*

*

* With visual right *

 Show assignment

*

* With visual right *

*

*

* With visual right *

 Edit assignment

*

* With visual right *

*

*

* With visual right *

 Show coordination

*

* With visual right *

*

*

* With visual right *

 Edit coordination

*

* With visual right *

*

*

* With visual right *

 Show comments (*)

*

* With visual right *

*

*

* With visual right *

 Create comments

*

* With visual right *

*

*

* With visual right *

 Delete comments (**)

* Restricted *

* Restricted / With visual rights *

* Restricted *

* Restricted *

* Restricted / With visual rights *

 Show visibility

*

* With visual right *

*

*

* With visual right *

 Extend visibility

*

* With visual right *

*

*

* With visual right *

 Edit visibility

*

* With visual right *

*

*

* With visual right *

 Show change history

*

* With visual right *

*

*

* With visual right *

Export

*

* With visual right *

*

*

* With visual right *

Derive template

*

* With visual right *

*

*

* With visual right *

Copy

*

* With visual right *

*

*

* With visual right *

Delete

*

* With visual right *

*


(*) Linked elements can only be opened by a user if they are visible to that user. For details see Visibilities & authorizations.

(**) Comments can only be deleted if they had no recipients and there are no new comments from other users.


Testing tasks


Tabelle


Task / decision / information / topic templates


Project administrator

Project coordinator

Creator

Remaining users

‎Create (*)

*

*

–

* Pers. Template *

‎Display / Edit

 Show in list

*

*

*

* With visual right *

 Show details

*

*

*

 Edit details

*

*

*

‎Pin

*

*

*

* With visual right *

‎Use

*

*

*

* With visual right *

‎Copy

*

*

*

* With visual right *

‎Delete

*

*

*


(*) Project templates can only be created by project administrators and project coordinators. Personal templates can be created by all users. For companies with a team package, cross-project templates can also be created.


Visibilities, user access, team sharing, team visibility, visibility customization, access, authorization, rights


Updated on: 01/05/2026