Appendix C: Personal Task Groups

Functionality for administrators, local administrators, and users differs when personal task groups are turned on or off.

See:

Administrators

The tables below describe functionality for administrators on the Task Administration page and Task grid page when personal task groups are turned on or off.

Task Administration Page
Area Personal Task Groups On Personal Task Groups Off
Access drop-down options

Public (Default)

Private

Any username

Public (Default)

Private

No usernames
Local Admin drop-down options Defaults to Unassigned and options include any platform security groups that are added to the Manage Task Administration security role in the Global Options page. Defaults to Unassigned and options include any platform security groups that are added to the Manage Task Administration security role in the Global Options page.
View and edit task groups All task groups (including other users' personal task groups) All public and private task groups (no personal task groups because they do not exist)
Task Grid Page
Action Personal Task Groups On Personal Task Groups Off
View and edit tasks All tasks (including other users' personal tasks) All public and private tasks

Local Administrators

The tables below describe functionality for local administrators on the Task Administration page and Task grid page when personal task groups are turned on or off.

Task Administration Page
Area Personal Task Groups On Personal Task Groups Off
Access drop-down options

  • Public (Default)

  • Private

  • Their own username

  • Public (Default)

  • Private

  • No usernames
Local Admin drop-down options Options include any platform security groups the user is part of that are also assigned to the Manage Task Administration security role in the Global Options page. Defaults to the first group in the list of Local Admin options, not Unassigned. Options include any platform security groups the user is part of that are also assigned to the Manage Task Administration security role in the Global Options page. Defaults to the first group in the list of Local Admin options, not Unassigned.
View and edit task groups Task groups to which they are assigned the local admin and any personal task groups they created Task groups to which they are assigned the local admin
Task Grid Page
Action Personal Task Groups On Personal Task Groups Off
View and edit tasks

  • Public tasks

  • Private tasks to which they are assigned as local admin for the task group

  • Private tasks to which they are assigned a security role of preparer, approver 1-4, viewer group, preparer group, or approver group

  • Their own personal tasks

  • Public tasks

  • Private tasks to which they are assigned as local admin for the task group

  • Private tasks to which they are assigned a security role of preparer, approver 1-4, viewer group, preparer group, or approver group

Users

The tables below describe functionality for users on the Task Administration page and Task grid page when personal task groups are turned on or off.

Task Administration Page
Area Personal Task Groups On Personal Task Groups Off
Access drop-down options

Their username only

No access to page
Local Admin drop-down options Unassigned only No access to page
View and edit task groups Task groups that they create No access to page
Task Grid Page
Action Personal Task Groups On Personal Task Groups Off
View and edit tasks

  • Public tasks

  • Private tasks to which they are assigned a security role of preparer, approver 1-4, viewer group, preparer group, or approver group

  • Their own personal tasks. Users can only assign themselves a security role of preparer of personal tasks.

  • Public tasks

  • Private tasks to which they are assigned a security role of preparer, approver 1-4, viewer group, preparer group, or approver group