Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to edit Tasks, users will need Edit permissions for Tasks
SiteMax provides powerful features to help you view and manage project tasks efficiently. With company-level and project-level calendars, users with the appropriate permissions can stay informed about upcoming tasks and assigned team members. Additionally, the ability to assign colors to tasks ensures quick identification and better visual organization.
Where to find the created tasks?
To see and edit a task, please follow these steps:
1. From the dashboard, select a project then click on the "Tasks" on the sidebar.
2. Then click into a task to open further details.
In this page, you may:
Assign user(s)
Pick a coordinated colour
To see the tasks, you may find it in 2 areas:
Within the Project Level Calendar
From the dashboard, select a project then click on the "Calendar" on the sidebar.
Within the Company Level Calendar
From the dashboard, select the "Calendar" on the sidebar.
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