What Do Roles Mean: Owner, Assignee, Follower?


You can assign Employee or Administrator access level to each user in the Tasks app settings.


If a user has the Administrator access level, he/she has unlimited access to all tasks, even if he/she is not a owner, assignee or a follower.

Besides, the administrator of the Tasks application may change tasks’ owner which is not available to the assignee in their own task. 

Now let's take a look a the task roles.

Owner

Task owner is a person who creates a task by default. The owner is able to make any change to a task or to delete it.

After completing a task by its assignee owner accepts it or require changes.

Assignee

The assignee has limited access to a task and is not entitled to the following actions:

  • changing deadlines;
  • editing description and task priority;
  • editing CRM account connections or project/workspace connections;
  • making adjustments to the estimated time;
  • adding followers;
  • deleting a task.

The assignee is available to:

  • create/add a checklist;
  • complete a task;
  • attach files;
  • leave comments;
  • set time tracker;
  • set time the spent on performing the task manually;
  • fill out the report;
  • delegate task to another employee. In this case, he/she automatically becomes a follower in this task.

Follower

For performing a task, assignee often needs assistance from his/her teammates. The follower gets full access to information on task but is not entitled to make any changes.

As soon as an employee is assigned as a follower, he automatically gets a notification which contains a link to the task:

  • push-notifications to a web browser;
  • email notifications when a user is offline;
  • push-notifications to the mobile app.

After that, a task goes to his/her Follow folder.

A follower is always aware of the task progress. The followers get notifications on the new comments on completing and approving a task