Articles on: Tasks & topics
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Visibility & Permissions for Tasks & Topics


For general information on visibility and permissions, see the following article: Visibility & Permissions.


Adjusting Visibility

By default, when a task / piece of information / decision / topic is created, it is assigned to the Participating Teams (Creator / Person in Charge / Responsible Person / Collaborators / Recipient) as well as for the Core Teams in the Project by default. Visibility can be adjusted both when creating the task and afterward using the shield icon By authorized users. However, visibility can only be restricted to the extent that the task, etc., remains visible to all participants.



Adjusting the visibility of a task, etc., does not affect the visibility of linked items in the task's details or comments (e.g., linked documents, photos, tasks, etc.).


If, after a task or similar item has been created, a participant (including the recipient of a comment) is added for whom the item was not previously visible, a notification appears prompting the user to extend the visibility to include the The participant's core team is added. In this case, you can either accept the automatically adjusted visibility settings or select a different team so that the task, etc., is visible to all participants.



Visibility & Permissions in Details


Tasks



Project administrator

Project coordinator

Creator

Responsible Person

Collaboration

Remaining users

Create

*

*

–

–


*

View / Edit







 ‎  Show in list

*

* With right of way *

*

*

*

* With right of way *

 ‎  View Title & Details (*)

*

* With right of way *

*

*

*

* With right of way *

 ‎  Edit Title & Details

*

* With right of way *

*

*



 ‎  Show checklist (*)

*

* With right of way *

*

*

*

* With right of way *

 ‎  Edit Checklist

*

* With right of way *

*

*

*


 ‎  View Assignments & Planning

*

* With right of way *

*

*

*

* With right of way *

 ‎  Edit Assignments & Planning (**)

*

* With right of way *

*

*

* Restricted *


 ‎  Show coordination

*

* With right of way *

*

*

*

* With right of way *

 ‎  Edit Coordination

*

* With right of way *

*

*

*

* With right of way *

 ‎  View Status

*

* With right of way *

*

*

*

* With right of way *

 ‎  Change Status

*

* With right of way *

*

*

* Personal Status *


 ‎  Show comments (*)

*

* With right of way *

*

*

*

* With right of way *

 ‎  Post Comments

*

* With right of way *

*

*

*

* With right of way *

 ‎  Delete comments (***)

* Restricted *

* Restricted / With right of way *

* Restricted *

* Restricted *

* Restricted *

* Restricted / With right of way *

 ‎  Show visibility

*

* With right of way *

*

*

*

* With right of way *

 ‎  Increase visibility

*

* With right of way *

*

*

*

* With right of way *

 ‎  Edit Visibility

*

* With right of way *

*

*



 ‎  View Revision History

*

* With right of way *

*

*

*

* With right of way *

Observe

*

* With right of way *

*

*

*

* With right of way *

Create a reminder

*

* With right of way *

*

*

*

* With right of way *

Export

*

* With right of way *

*

*

*

* With right of way *

Derive a template

*

* With right of way *

*

*

*

* With right of way *

‎Copy

*

* With right of way *

*

*

*

* With right of way *

Delete

*

* With right of way *

*





(*) A user can only open linked items if they are visible to that user. For details, see Visibility & Permissions.
(**) Only employees can edit employee information.
(***) Comments can only be deleted if they were not addressed to anyone and there are no new comments from other users.


Information / Decisions



Project administrator

Project coordinator

Creator

Person in Charge

Recipient

Remaining users

Create

*

*

–

–


*

View / Edit







 ‎  Show in list

*

* With right of way *

*

*

*

* With right of way *

 ‎  View Title & Details (*)

*

* With right of way *

*

*

*

* With right of way *

 ‎  Edit Title & Details

*

* With right of way *

*

*



 ‎  Show assignment

*

* With right of way *

*

*

*

* With right of way *

 ‎  Edit Assignment

*

* With right of way *

*

*



 ‎  Show coordination

*

* With right of way *

*

*

*

* With right of way *

 ‎  Edit Coordination

*

* With right of way *

*

*

*

* With right of way *

 ‎  Show comments (*)

*

* With right of way *

*

*

*

* With right of way *

 ‎  Post Comments

*

* With right of way *

*

*

*

* With right of way *

 ‎  Delete comments (**)

* Restricted *

* Restricted / With right of way *

* Restricted *

* Restricted *

* Restricted *

* Restricted / With right of way *

 ‎  Show visibility

*

* With right of way *

*

*

*

* With right of way *

 ‎  Increase visibility

*

* With right of way *

*

*

*

* With right of way *

 ‎  Edit Visibility

*

* With right of way *

*

*



 ‎  View Revision History

*

* With right of way *

*

*

*

* With right of way *

Export

*

* With right of way *

*

*

*

* With right of way *

Derive a template

*

* With right of way *

*

*

*

* With right of way *

‎Copy

*

* With right of way *

*

*

*

* With right of way *

Delete

*

* With right of way *

*





(*) A user can only open linked items if they are visible to that user. For details, see Visibility & Permissions.
(**) Comments can only be deleted if they were not addressed to anyone and there are no new comments from other users.


Topics



Project administrator

Project coordinator

Creator

Person in Charge


Remaining users

Create

*

*

–

–


*

View / Edit







 ‎  Show in list

*

* With right of way *

*

*


* With right of way *

 ‎  View Title & Details (*)

*

* With right of way *

*

*


* With right of way *

 ‎  Edit Title & Details

*

* With right of way *

*

*


* With right of way *

 ‎  Show assignment

*

* With right of way *

*

*


* With right of way *

 ‎  Edit Assignment

*

* With right of way *

*

*


* With right of way *

 ‎  Show coordination

*

* With right of way *

*

*


* With right of way *

 ‎  Edit Coordination

*

* With right of way *

*

*


* With right of way *

 ‎  Show comments (*)

*

* With right of way *

*

*


* With right of way *

 ‎  Post Comments

*

* With right of way *

*

*


* With right of way *

 ‎  Delete comments (**)

* Restricted *

* Restricted / With right of way *

* Restricted *

* Restricted *


* Restricted / With right of way *

 ‎  Show visibility

*

* With right of way *

*

*


* With right of way *

 ‎  Increase visibility

*

* With right of way *

*

*


* With right of way *

 ‎  Edit Visibility

*

* With right of way *

*

*


* With right of way *

 ‎  View Revision History

*

* With right of way *

*

*


* With right of way *

Export

*

* With right of way *

*

*


* With right of way *

Derive a template

*

* With right of way *

*

*


* With right of way *

‎Copy

*

* With right of way *

*

*


* With right of way *

Delete

*

* With right of way *

*





(*) A user can only open linked items if they are visible to that user. For details, see Visibility & Permissions.
(**) Comments can only be deleted if they were not addressed to anyone and there are no new comments from other users.


Test Questions


Tabelle


Task / Decision / Information / Topic Templates



Project administrator

Project coordinator

Creator



Remaining users

‎Create (*)

*

*

–



* Personal Template *

‎View / Edit







 ‎  ‎Show in list

*

*

*



* With right of way *

 ‎  ‎View details

*

*

*




 ‎  ‎Edit Details

*

*

*




‎Pin

*

*

*



* With right of way *

‎Use

*

*

*



* With right of way *

‎Copy

*

*

*



* With right of way *

‎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.


Visibility, user access, team sharing, team visibility, visibility settings, access, permissions, rights

Updated on: 23/10/2026