This page lists all 29 Daily Tasks permissions, what each one does, and the default setting for each role. System Admins can change these defaults under Admin → Role Permissions.

✅ = Allowed by default ❌ = Not allowed by default

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VIEW — Task Visibility

Permission	Description	Manager	Supervisor	Staff
view_today	See Today tab — all tasks for today	✅	✅	✅
view_tomorrow	See Tomorrow tab — all tasks for tomorrow	✅	✅	✅
view_records	Access Records tab — search past tasks	✅	✅	✅

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CREATE — Task Creation

Permission	Description	Manager	Supervisor	Staff
create_own_today	Create a Today task assigned to yourself	✅	✅	✅
create_team_today	Create a Today task for a direct report	✅	✅	❌
create_own_tomorrow	Create a Tomorrow task for yourself	✅	❌	❌
create_team_tomorrow	Create a Tomorrow task for a direct report	✅	❌	❌

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EDIT — Today & Tomorrow

Permission	Description	Manager	Supervisor	Staff
edit_own_today	Edit title/type/priority/notes of own Today task	✅	✅	✅
edit_team_today	Edit content of a direct report’s Today task	✅	✅	❌
edit_own_tomorrow	Edit content of own Tomorrow task	✅	❌	❌
edit_team_tomorrow	Edit content of a direct report’s Tomorrow task	✅	❌	❌

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EDIT — Records (Past Tasks)

Permission	Description	Manager	Supervisor	Staff
edit_own_records	Edit notes/type/priority of own past tasks	✅	✅	❌
edit_team_records	Edit content of direct reports’ past tasks	✅	❌	❌
override_status_records	Force-change the status of any past task	✅	❌	❌

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WORKFLOW — Start & Complete

Permission	Description	Manager	Supervisor	Staff
start_own	Start your own Today task (Open → In Progress)	✅	✅	✅
start_team	Start a direct report’s Today task	✅	✅	❌
complete_own	Complete your own Today task (→ Done)	✅	✅	✅
complete_team	Complete a direct report’s Today task	✅	✅	❌

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CARRY-OVER — Move to Tomorrow

Permission	Description	Manager	Supervisor	Staff
carry_over_own	Carry-over your own Today task to tomorrow	✅	✅	✅
carry_over_team	Carry-over a direct report’s task to tomorrow	✅	✅	❌

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REASSIGN — Change Task Owner

Permission	Description	Manager	Supervisor	Staff
reassign_to_self	Take any task and reassign it to yourself	✅	✅	✅
reassign_within_team	Change a task’s assignee between team members	✅	✅	❌

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OVERRIDE STATUS — Force Any Status

Permission	Description	Manager	Supervisor	Staff
override_status_today	Force-set any status on a Today task	✅	❌	❌
override_status_tomorrow	Force-set any status on a Tomorrow task	✅	❌	❌

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DELETE — Permanent Removal

Permission	Description	Manager	Supervisor	Staff
delete_today	Permanently delete a Today task	✅	❌	❌
delete_tomorrow	Permanently delete a Tomorrow task	✅	❌	❌
delete_records	Permanently delete a past (Records) task	✅	❌	❌

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EXPORT — Excel Download

Permission	Description	Manager	Supervisor	Staff
export_own	Export Excel with your own tasks only	✅	✅	✅
export_team	Export Excel with team tasks (org-chart filtered)	✅	✅	❌

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Changing Permissions

To change the defaults for a role:

1. Go to Admin → Role Permissions.
2. Select the Tasks module.
3. Toggle any permission on or off.
4. Click Save.

To set permissions for a specific user (overrides their role):

1. Go to Admin → Users → [user name] → Permissions tab.
2. Toggle permissions individually.
3. Click Save.

📸 [Screenshot: Role Permissions — Tasks section]