Using and assigning to-dos for your Team

The following rules apply to Teams for both full admin access and limited client access and how to-dos can be managed within your team. 

• An internal to-do can be assigned to any member, regardless of their access level
• A client to-do can only be assigned to any:
  • Full access member
  • Assigned owner of the client
  • Or the client themself 

• As a limited client access user,  when creating a to-do, the to-do is by default assigned to them
• Limited users cannot view internal to-dos that are unassigned to them
• Limited users can view to-dos that are unassigned where they are the owner of the client
• An internal to-do can be assigned to themself 
• An internal to-do can be assigned to any full member of the organization, however after assigning it to that member, they will lose visibility to that to-do
• A client to-do can be assigned to:
  • Any full-access member of the
  • Assigned owner of the client
  • Or the client themself 

As a client 

• Clients can create a to-do and assign to themselves
• Clients can create a to-do and assign to the assigned contact owner
• Clients can create a to-do and assign to any full admin access user