Making Tasks private

AllPlans.pngBy default, everyone in your company has the ability to view tasks you create in Copper. You have the option to instead make tasks private by default. This means your tasks would only be visible to you and Copper admins:

  1. Log into your Copper account and click 'Settings' from the lefthand menu.
  2. Click 'My Preferences' under the 'Preferences' section.
  3. Uncheck the box to 'Make my tasks visible to others by default.' 


Still have questions?

Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.


Was this article helpful? 0 out of 0 found this helpful