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Who can view my tasks?
Who can view my tasks?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

The “visible to” permission settings you choose when creating each task determines who else can see that specific task. If you make the task visible to “Everyone,” then all users within your organization will be able to view it. Alternatively, you can set permissions to “Only Me” or a specific “Group” (customizable in the Settings sections in User Management).

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