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Locking Tasks

Prevent changes to task configuration by users with standard permissions.

With task lock, standard users CANNOT do the following:

  • Delete tasks

  • Reorder tasks

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

Standard CAN STILL perform the following actions:

  • Update task status & mark as completed

  • Create new tasks

Admins and managers will still be able to make changes to tasks. This feature can only be enabled in Practice Settings > HERE


Locking tasks

In order to enable or disable task lock,

  • Go to Practice Settings > Practice Management > Workflows tab (Quick link)

  • Scroll down to Global settings

  • Toggle "Lock standard users" on/off

Only admins can disable task lock for standard users.

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