Tasks in Copper can now be controlled by team for accounts using Teams & Permissions on Pro and Business plans. This gives admins more flexibility to decide which teams can see which tasks, while keeping existing behavior unchanged by default.
What changed?
Tasks now follow the same team-based permissions model as other records.
By default, all users can still see tasks, just like before.
Admins can optionally restrict task visibility by team.
Why might tasks seem missing?
In some cases, users who:
are not admins, and
are not assigned to a team
may no longer see tasks after this update. This usually means the user needs to be added to a team with the appropriate permissions.
How to review or update task visibility
Admins can manage team assignments and permissions here: Settings → Users → Teams, Visibility & Permissions
From there, you can:
add users to teams
review which teams can see tasks
adjust permissions as needed
Who does this affect?
Pro and Business accounts with Teams & Permissions enabled
Accounts not using Teams & Permissions are not affected
Need help?
If you have any questions, use the in-app chat and our team will be happy to help.