Projects: multi-department collaboration

For clients using departments, a client administrator or global staff user can create a global project that has tasks in different departments. Department staff will see a global project in their project list only if the project has a task in their department. Department staff can edit the task and create and view work orders for the task.

Adding Department Tasks to a Global Project

Task Department on Project Task Page

From the task create/edit screen, select the department of the task. This enables the staff users in the department to see the project and edit the task.

Department Staff view of Project List

Department Staff view of Project List showing projects in own department and global that include tasks in their departmentDepartment staff sees projects in own department and Global project if it has a department task. Department staff can view Global project.

View Project: Global Project viewed by department staff

Department staff have limited view of a global project

Department staff have limited view of a global project

Department staff sees tasks in all departments, but can only edit or view tasks in own department.

To edit the task, click on the linked task name. To see work orders, click on the linked work order number to the left of the name.

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