Manage user's tasks without have to change Managed By setting.

Categories:CLM

Forum|Forum|9 months ago
October 29, 2025
1 reply
49 views

We would like to see a more efficient way for an Admin to act on a user’s task, without having to change their managed by user and changing it back when we are done.

D

David A Odegard

New Voice

Great suggestion! In addition to this Idea, it would be nice if a CLM Admin had the ability to see all tasks regardless of how it was assigned (ie: direct assignment, task groups, claimed, etc...).

AS IS: How tasks are made visible currently (this is for everyone regardless of their permission profile)
if
(you are part of the Task Group)
or
(you are the managed by)
or
(the task is assigned to you)
or
(you have claimed the task)
then the DSCLM user can see/access the Task

TO BE: How we'd like tasks to be made visible for CLM Admin(s)...keeping the existing logic in place
if
(permission profile = 'CLM Admin')
or
[
(you are part of the Task Group) or (you are the managed by) or (the task is assigned to you) or (you have claimed the task)
]
then the DSCLM user can see/access the Task

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