Users are first given system-wide access to perform specific actions, through the access level they are assigned to. For example, the ability of creating tasks is given through the access level of the license assigned to the user. Then, users can gain access to specific tasks by other users sharing the tasks with them.
For more information about the various layers of the Workfront access model, see "Understanding the Access Model."
The level of access around tasks is defined at the system level by the license type the user is assigned to. For example, Workers cannot share tasks system-wide, and Reviewers cannot create tasks. Keep these things in mind when sharing tasks with these users.
For more information about task access for various license types, see "Task Access."
You cannot give a user permissions that are higher than their access level. For example, a Reviewer cannot create tasks, according to their access level, therefore, you cannot give them Manage rights to tasks with Add Tasks permissions enabled.
External licenses do not have access to tasks at all, so you cannot share a task with an External User.
If the access level allows a user to create tasks, they automatically have Manage permissions on the tasks they create. Outside the tasks they create themselves, they can only View, Contribute, or Manage tasks that are shared with them.
The owner of a task typically shares permissions with other users through sharing. When sharing permissions, owners determine the level of access users have to the task.
They have the following options to choose from:
You can also obtain access to a task if you inherited permissions from a parent object, like a project or portfolio. For example, if you already have Manage permissions on the project, you will also have Manage permissions on the tasks of the project. Users who have permissions to an task coming from the parent objects of the task are listed under Inherited Permissions.
The following table displays the permission options for tasks and it should be read with task access level in mind. For more information about the access users get based on their license, see "Task Access."
|Change Task Status||✓||✓|
|Modify Planned Dates||✓|
|Make an Assignment||✓||✓|
|Attach Custom Form||✓|
|Edit Custom Fields||✓||✓|
|Create an Approval Process||✓|
|Approve A Task||✓||✓||✓|
*Controlled by access and permissions of project.
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