Grant project access, but limit tasks users can see

Hi Nick,

One approach I've recently adopted is to create reviewer licensed "Audience" users (e.g. First Name = "Audience:", Last Name = "Investors"), assign those users to only the Tasks that they are entitled to see, create a Task filter (e.g. "Audience: Investors") that then only returns such tasks, use that on a report, and even do a Run As/Share of that report to those who need only see the certain tasks.

Regards,

Doug

Thanks for this idea, Doug. I will keep it in my tray of potential solutions when discussing with stakeholders.

We have done this on a few occasions. Our process was to create the project, then disable inherited permissions, then create the tasks. Each task must then also have inherited permissions disabled to ensure someone doesn't accidentally get access. Lastly, the desired people are shared to the appropriate tasks. As you can see it is a process, and this is also why it has not been done often. Workfront is designed for sharing, not restricting, so what you are looking to do is difficult.

In our scenario, we have really examined what we thought we needed to restrict and found that it wasn't necessary after all. Additionally you can explore removing access to custom forms or documents and keeping your confidential data there instead of in task updates or tasks themselves.

Just thoughts. Good luck in finding something that works! Doug's idea is definitely intriguing.

Good points, Alison. Thanks for sharing.