Control who can complete a task

Limit a task to specific people, groups, jobs or administrators.

For administratorsPortal2 min read

By default, anyone assigned to the planner can mark a task complete. You can narrow this per task, for example so only a qualified person or a supervisor can sign off a step.

Option	Who can mark it complete
Company Default	Follows your organization's default setting.
Anyone	Anyone assigned to this planner.
All company users	Any active user in your organization.
Specific users	Only the people you select.
Specific groups	Members of the groups you select.
Jobs	Active users on the jobs you select.
Admin only	Only administrators.
Planner owner only	Only the person who owns the planner.

Examples

• A final quality sign-off limited to the Supervisors group.
• An electrical isolation step limited to licensed electricians.
• A customer handover step limited to the account manager.