Understanding Task Permissions in Adit

Understanding Task Permissions in Adit

Task permissions determine who can view, edit, and interact with tasks in the Task Module. Depending on whether a task is private, part of a project, or shared across teams, access levels will differ.

This article explains the different permission types, how private vs. project tasks work, and what happens with subtasks.

Task Accessibility Rules

Task Type

Accessible By

Private task

Only task collaborators

Public task

All organization members

Task in a private-to-members project

Task collaborators and project members

Task in a team-only project

Task collaborators, project members, and team members

Task in a shared-with-organization project

Task collaborators, project members, team members, and organization members

Key Permission Scenarios

Private Tasks

  • Only collaborators on that task can view or edit it.

  • If you remove someone as a collaborator, they will immediately lose access.

Tasks in a Project

  • If a task is added to a project, all project members gain access.

  • Example : A billing project where all billing team members can see and manage related tasks.

Subtasks and Visibility

  • If you assign a subtask to someone not added as a collaborator on the parent task, they will:

    • See only the subtask.

    • Not see the parent task (it will display as Private Task).

Note: Always add subtask assignees as collaborators on the parent task if you want them to see the full context.

Deleted Users and Task Ownership

  • If a user is removed from the system, their tasks will automatically be organized in a project

  • If a user is deleted, a new task will automatically be created with a link to the associated project. This task will be assigned to the staff member who performed the deletion, so they can review the project details and decide how to handle the deleted user’s tasks. 

Step-by-Step Instructions: Adjusting Task Permissions

  1. Open the Task you want to review.

  2. Check Collaborators - visible in the task details sidebar.

  3. To add/remove collaborators:

    • Click the “+ Add Collaborator” button.

    • Select or remove users as needed.

  4. If the task is in a project, check the project’s privacy settings to confirm who else has access.

  5. For subtasks:

    • Add the subtask assignee as a collaborator on the main task if visibility of the parent is required.


    • Related Articles

    • Understanding the Tasks Home Page

      The Tasks feature in Adit helps practices organize, track, and complete work more efficiently. Think of it as your team’s digital to-do list - a centralized space where you can create tasks, assign them to team members, set due dates, and monitor ...

    • Creating Tasks in Adit

      The Tasks Module in Adit helps practices organize work, assign responsibilities, and track progress in real time. Think of it as your team’s digital to-do list - integrated with patient and project workflows. This article covers: Basic Task Features ...

    • Managing Projects within the Task Module

      Projects in the Task Module allow you to organize related tasks, collaborate with team members, and track progress more efficiently. This guide walks you through creating a project, adjusting privacy settings, customizing fields, using filters, and ...

    • Understanding Adit’s New Navigation Layout

      Adit’s latest update introduces a redesigned interface that improves navigation, multitasking, and access to key features. This article explains the new UI/UX elements, their purpose, and how you can use them effectively. 1. New Menu Structure (Left ...

    • Understanding How Engage Works in Adit (Engage 2.0)

      Adit’s Engage 2.0 brings a modern messaging system. It unifies all communication - patient conversations and internal staff chats - into one centralized, streamlined interface. Whether you are chatting with a patient, assigning a task, or ...