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Tasks: permissions and who can do what

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This is what each Task permission unlocks. Permissions are granted through roles - e.g. the Task Manager role grants the full management set. Working the tasks assigned to you needs no permission at all.

What each permission grants

  • (none) - self-service. Every employee can see, start, finish and record output on the tasks assigned to them, claim a team task they belong to, and view their own KPI. No grant needed.
  • Create tasks (TaskCreate) - create new tasks and delegate. Without it you can work your tasks but not create or hand them on.
  • Assign to anyone (TaskAssignAny) - assign/delegate to anyone in the organisation. Without it, you can only assign to your own department and the teams you manage (the org chart).
  • Manage tasks (TaskManage) - assign, rate, override grades, request changes, and view your team's tasks and KPI. Implies Create and Assign-to-anyone.
  • View all tasks (TaskViewAll) - read-only visibility of every task across the organisation, without being an administrator.
  • Orchestrate (TaskOrchestrate) - open the Orchestrator console and run the coordination sweep (Manage/admin also get it).
  • Configure KPI targets (KpiTargetManage) - set the expected durations that turn on automatic work-time grading.
  • Administrators have all of the above implicitly.

Who can sub-task or delegate a specific task

Beyond holding Create tasks, restructuring a particular task follows current responsibility, not who filed it: only the task's assignee or manager (or a manager/admin) can add sub-tasks to it or delegate it - a bystander who merely created it can't. The full matrix is in Sub-tasks & delegation: how work rolls up the tree.

Permission matrix: for each action on a sub-task or delegated sub-task - who may do it and which permission it needs.

Visibility (what people see in lists)

Task lists are scoped consistently: mine (assigned to me), managed (I'm the named manager), team (everyone in the departments I manage, recursively), and all (org-wide - only with View all tasks or admin). The same scoping applies to the web app and the REST API, so they never diverge.

Related: Creating & assigning tasksKPI & grading.

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