I was wondering if someone could shed some light on the issue im having. So im new to ERPnext, and im trying to do is to create a project and within that project the tasks to complete that project. but have a few questions
if i create a project it seems to appear to everyone and i thought it would only appear to the users i put that apply to that project. I checked the permissions and the users are project users and not manager.
for the tasks how i can apply the tasks to certain people as i dont want other users to see the other tasks or those tasks wont apply for that user but on their dashboard appears as if they need to do it
One way I can think of is to link this task to the user i.e. Create a custom field of type Link and update the user (e.g. firstname.lastname@example.org) and set permissions on Task from Role Permissions Manager. Now the user operation from that id will be able to see only its own tasks.
Thanks for the reply, as for the user part i put the email of the person that should be able to look at the project and it appears for him and for all the other people who are not in the user which is odd.
as the tasks per users
when you mean create custom filed of type do you mean inside of the project?
Thanks for the reply, sorry for the ignorance but i still dont get it, here is what i think i understood
on tasks i would create a custom field (see picture row 44) but when i try to update it says
Maybe could you show me a picture how you would set it up?
Thank you again
Options user must be the same as doctype name User for the field User
Thanks for the reply, i tried but didnt not work what i did instead is went to role permissions and document task check mark only creator, then when i create a task i share it with the person. the only way i got it to work hope this helps someone else