Managing Project Members & Roles in Taskify
Effective project management requires the right people with the right access. Taskify allows you to add, remove, and manage team members within a project while controlling their roles and permissions. This ensures smooth collaboration and keeps sensitive project information secure.
1. Adding Members to a Project
Open the project you want to manage.
Navigate to the Members Select.
Select team members from the list of registered users.
Assign them a role based on their responsibilities.
Tips:
Always assign at least one Project Manager to each project.
Make sure every team member has the permissions they need to contribute effectively.
2. Roles and Permissions
Taskify provides role-based access within projects to control what each member can view or edit. The default roles are:
Admin
Full access to the project.
Can create, edit, and delete tasks.
Manage milestones, discussions, and files.
Add or remove project members.
Team Member
Limited access to tasks assigned to them.
Can participate in discussions and upload files.
Cannot add or remove members or edit project settings.
Client (optional)
Can view project progress, tasks, and milestones.
Can participate in discussions if allowed.
Cannot modify tasks, milestones, or project settings.
Note: Custom roles can be defined using Taskify’s Permissions Settings if your workflow requires more granularity.
3. Removing or Updating Members
Go to the Members tab in the project.
To remove a member, click the delete icon next to their name.
To update a member’s role, click the Edit Role button and select the new role.
Confirm changes to apply them.
Best Practices:
Remove inactive team members to maintain security.
Review roles periodically to ensure members have appropriate access.
4. Role-Based Access Control (RBAC)
Taskify integrates with its role & permission system to provide fine-grained control. You can:
Restrict clients from accessing internal discussions.
Limit team members from editing milestones or deleting tasks.
Ensure sensitive data (e.g., financial reports) is only accessible to authorized users.
5. Best Practices for Managing Project Members
Assign Project Managers strategically to ensure accountability.
Keep the number of clients and external users limited to maintain data security.
Use discussions and comments to keep team communication transparent.
Regularly review permissions settings for compliance with your organization’s policies.
✅ Summary:
By effectively managing project members and roles, Taskify ensures that the right people have the right access. This promotes collaboration, maintains security, and ensures smooth project execution.