Scheduled Activities

[Ann]

Afternoon All

Hope you are all safe and well.  Please would it be possible to help/advise.  We are currently creating scheduled activities that are then assigned to a team, however only the person that created the activity is able to edit it, is there a way where by anyone within the team would be able to edit the activity please?  Also, when clicking on the activity it does not show who created the activity making it hard to contact someone to have it edited, please would it be possible to advise?  Thank you.

Kind Regards

Ann

[Steven Boardman]

@Ann thanks for the post, can I clarify the need here.

Is it that you want anyone to be able to edit the template scheduled activity - i.e change the attributes of the activity which will be auto created on your defined schedule.

From this type of view

Or

One an activity is auto created, you want anyone in the team that the activity is assigned to, to be able to for example change the assignee for that one specific activity? 

Secondly

If i have created a schedule task and i have assigned it to a group and a specific user.

The following should apply:

1. If i am a member of the group, i should see the activity in the activity view - If yo u click on the View More you will see who created and owns the activity. 

2. The specific owner of the activity in the group will be able to complete it, edit it, see details etc

3. If you are the manager / team leader of the group the activity is assigned too, you can complete, edit (re-assign etc) and see the details

The Manager / Team Leader roles are assigned in the admin console against the group 

 

Another example, if the activity which is scheduled is only assigned at the Group level

1. If you are a member of the group the activity is assigned to, you can complete, edit (reassign etc) and see the details for the activity

2. If you are the Manager / Team Leader for the group the activity has been assigned to, you can complete, edit (assign) and see the details

There is an exception to this, and it is covered on the wiki here:

https://wiki.hornbill.com/index.php?title=Activities

This basically allows you via, the system setting mentioned above, to restrict reassignment of an activity which is assigned at the group only level, to only permitting a manger of the group to reassign, but this is off by default.   

Hope that helps

 

[Ann]

Morning @Steven Boardman

Hope you had a lovely weekend.  Thank you for the above information.  We are currently creating the activities as an individual but is there a way to create a scheduled activity as a group so that the underlying template may be edited by anyone within the group please?  Thank you.

Kind Regards

Ann

[Steven Boardman]

@Ann if it is the actual scheduled activity 'template', then these are owned by the creator. In the example above, you should be able to use the show more option to see who created it, and they will be able to make amends to the base template via the scheduled jobs view.   Once an activity is created from the template via the scheduled job route, then the above rights will apply to who can edit, reassign, complete the actual activity which is created.