You can also reveal the action menu by clicking on the task's Action Icon and it will display the assignor's name. This will add a field to each task that will display who assigned it. View Assigned Tasks: Method 2The second way is to go into your account settings and turn on the "Assignor" field. This view will have a to-do list for each collaborator and you will be able to quickly see which tasks were assigned by which people. View Assigned Tasks: Method 1 The first ways is to click on the Collaboration Icon from the ribbon to see your collaboration view. There are two ways to see which tasks were assigned by which people. When someone adds or moves a task onto your to-do list, it will appear as a normal task, just like all the other tasks. You can also choose to make contexts or goals private to prevent sharing certain tasks even if they are in a shared folder. You can choose to share all of your folders, or you may pick specific folders to share with each collaborator. See Figure 1įolders In the "Allowed Folders" section, you can choose which folders they can access. They will also be able to add new tasks to your list. This includes the ability to edit notes, mark tasks as completed, delete tasks, and reassign tasks to other people. Permission 3 Can Edit my Tasks This collaborator will be able to view and edit your tasks. They will not be allowed to edit existing tasks. Permission 2 Can Assign me Tasks This collaborator will be able to view your tasks, and give you new tasks. They will not be able to edit any information, and they will not be able to give you new tasks. Permission 1 Can View my Tasks: This collaborator will only be able to view tasks. There are three different levels of permissions that you can give a collaborator. For each collaborator, you will be able to select which folders they can see, and whether or not they can read, add to, or edit your list.
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