Accessing the task section
In BoldSales, access to the tasks section is crucial for efficient task management, ensuring accountability, and enhancing productivity by allowing team members to prioritize and track their work. It enables teams to create, assign, and monitor tasks ensuring better workflow management.
Use cases
Sales team coordination
Ensure sales representatives can create and manage tasks related to leads and clients.
Task management
Enable managers to edit and assign tasks to their teams.
Work assignment
Provide customer support teams with access to log and track internal and customer-related tasks.
Steps to access the tasks section
Navigate to permission sets
- Go to Setup > Security > Permission Sets.
Configure access to tasks
To create a new permission set:
- Click + Create Permission Set.
- Enter a name and description and clone from an existing set.
- Click Create to save the permission set.
To modify an existing permission set:
- Select a permission set from the list.
- Find the Tasks module and adjust access levels (View, Edit, Delete).
Assign users to the permission set
- Click Manage users within the permission set.
- Click Assign Users and select the users who need access to tasks.
- Click Assign to apply changes.
Articles suggestions
- Managing access permissions by role
- Restricting access to sensitive information
- Managing User access
Frequently asked questions (FAQs)
Why can’t a user see the tasks module?
Ensure that the user has been assigned a permission set with the necessary View access for the tasks module.
Can I assign multiple users at once?
Yes, when managing users in a permission set, you can select multiple users before saving changes.
What happens if I remove access to tasks for a user?
The user will no longer see or interact with the tasks module, but their past tasks will remain in the system.
