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Grant Access to the Task Dashboard

You can give users access to the Task Dashboard so they can view all tasks. This article will show you how.

1. Click MY COMPANY...USER RIGHTS from the picklist.

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2. Select a security group.

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NOTE: Users can normally only see the tasks that they’re assigned to.

3. Turn on two user rights: View/Manage any Project (under the CLIENT & PROJECT ACCESS tab) and Act as Task/Activity Administrator (under the TASK ACCESS tab)

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If a staffer doesn’t have the View/manage any Project enabled, they should still see all of the tasks for their projects regardless of who’s assigned to them.

4. Click SAVE to save your work.

 

Note: This article references our legacy navigation. Your BigTime account may be using legacy or our new, intuitive nagivation. In the new, intuitive navigation, you'll now find My Company under the Gear icon instead of its own tab. See the full list of navigation updates here: https://help.bigtime.net/hc/en-us/articles/31256084944407-Early-Access-New-Navigation

 

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