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Locking Tasks

Prevent changes to task configuration

Updated over 4 months ago

Locking tasks will prevent standard users from making the following changes:

  • Adding new sections

  • Deleting or reordering sections

  • Deleting tasks

  • Editing task details (name, description, subtasks, assignees, and due dates)

Standard users WILL be able to perform the following actions:

  • Changing task status/marking tasks as completed

  • Creating new tasks

Your practice's Admins and Super Admins will still be able to make all changes.

This feature can only be enabled by Admins & Super Admins.


How to Lock Tasks

  1. Click Practice Settings (โš™๏ธ icon)

  2. Click Practice and Statements

  3. Click Tasks

  4. Toggle ON Lock Standard Users

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