Campaign/Sub-Campaign Task Sheet Governance

Updated 

6 days ago

Overview

Task Sheet Governance enhances the structure and control of campaign and sub-campaign tasks by assigning visibility, ownership, and create/edit permissions to the appropriate users or user groups. This framework ensures that tasks are managed securely and efficiently, strengthening overall governance.

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Understanding Permission Levels

This article outlines the permissions associated with each access level to help you understand what users can do based on their assigned roles.​

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Users with Task View access can:

  • View tasks in Sheet, Calendar, Timeline, and Kanban formats (within the Task tab)

  • View detailed task information

  • Access the Task Sheet tab

  • Create new views

  • Edit views they have created

  • Move tasks within the sheet

  • Add comments or notes to tasks

  • Export data

  • Copy task links

  • Use search functionality

  • Freeze columns, apply color configuration, sort, filter, group, and share views for the views they created.

Users with Task Create access can:

  • Add new tasks directly in the sheet

Users with Task Edit access can:

  • Edit unlocked tasks

  • Create or update task reminders

  • Move tasks using drag and drop

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Users with Task Delete access can:

  • Delete unlocked tasks

Users with Task Admin access can:

  • Lock tasks

  • Edit locked tasks

  • Delete locked tasks

Users with Admin access can:

  • Lock and unlock views

  • Edit both locked and unlocked views

  • Delete views (locked and unlocked)

  • Share views with others

  • Manage task statuses

  • Lock and unlock columns

  • Show or hide columns

  • Add new columns

  • Edit existing columns

  • Reorder columns within the sheet

  • Import data (including task creation)

  • Add and edit task dependencies

  • Freeze columns

  • Configure color settings

  • Sort tasks

  • Apply filters

  • Group tasks by specified criteria

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