Understanding Task Visibility & Access

Overview

In Clover, there are two levels of task access:

1. View Access - You can see the task and its activity history
2. Response Access - You can actively respond to and complete the task

Task Visibility Rules

For the Assigning Company

Key Points:

• All members of the assigning company can view tasks created by anyone in their company
• Departments do not limit visibility on the assigning side
• Only the current assignee can respond to the task

For the Receiving Company

Key Points:

• All members of the receiving company can view tasks assigned to their company
• To respond to a task assigned to a department, you must first accept the task
• Once you accept a task, you become the assignee and can respond

Who Can Respond to a Task?

Answer: Anyone who has been assigned, and in the case of department assignment, accepted the task.

Department Assignments

When a task is assigned to a department:

1. All department members can see the task
2. A department member must accept the task first
3. Once accepted, that person becomes the assignee and can respond
4. Other department members can still view but cannot respond

Activity History

Everyone who can view a task can also see:

• Task activity history
• Status updates
• Completed responses (when available)

However, only users who can respond to the task can access the task wizard and submit responses.

Summary

Visibility is company-wide - All members of both the assigning and receiving companies can view tasks.

Response access is limited - Only the current assignee(s) can respond to and complete tasks.

Department assignments require acceptance - Before responding to a department-assigned task, you must accept it first.