Owner Managed Tasks - Allowing Owners to Add and Remove Tasks and Change Task Dates

Owners can have permission to Add, Remove and Change Task Dates for Tasks after a set number of days.

System Setup

In Setup --> System Settings, Owner Settings section.

Check the box for Use Owners Options

Owners Permissions

Change Task Dates and Make Tasks Inactive

In Setup --> Owners, for each owner use the following settings.

• Allow Owner To View Future Tasks must be checked
• Allow Owner To Change Task Dates and Make Tasks Inactive must be checked
• Can only change after - use this field to restrict last minute changes by each owner.

Add Tasks

STEP 1:  Owner Settings

In Setup --> Owners, for each owner use the following settings.

• Allow Owner To View Future Tasks must be checked
• Allow Owner To Add Owner Tasks must be checked
• Can only change after - use this field to restrict last minute changes by each owner.

STEP 2: Task Rule Settings

In Setup --> Task Rules

Add or Edit a Task Rule with the Task Type Standard Single Task

In the Standard Single Scheduling Details section, choose YES for Allow Owners to Add this Task

After clicking save, use Manage Assignments (the people icon) to assign the Task Rule to the Owner's properties.

Owner View

In Setup --> Owners, use the db link to impersonate your owners and view their dashboards.

Navigate to Future Tasks

Only tasks over the set number of days in the future can be added, edited or removed.

Removing Tasks

To make a task Inactive, click the remove link

Once a task is removed, it can be re-activated it if it is outside the set number of days.

Changing the Task Date

To change the date of a task, use the Change Date box.  

Only tasks that have more than a one day task window can be changed.

Task dates can only be changed within the task window.

Adding Tasks

Add a task by clicking + Add Task and filling out the form.