Articles on: Checklists

Access levels in checklists

Checklists in a project can be accessed and managed based on your project role. Here's a breakdown of what each role can do:

🔒 Access by Role

Role	View Checklists	Create Checklists	Edit Tasks	Close Tasks	Close Others' Tasks
Admin	✅ Yes	✅ Yes	✅ Yes	✅ Yes	✅ Yes
Manager	✅ Yes	✅ Yes	✅ Yes	✅ Yes	✅ Yes
Consultant	✅ Yes	✅ Yes	✅ Yes	✅ Yes	❌ Only own
Designer	✅ Yes	✅ Yes	✅ Yes	✅ Only own	❌ No
Contractor	✅ Yes	✅ Yes	✅ Yes	✅ Only own	❌ No
Viewer	✅ View only	❌ No	❌ No	❌ No	❌ No

Notes:

Admins have full control and can manage all parts of checklists.
Consultants can create and close tasks, but not those created by others unless assigned.
Designers and Contractors can only close tasks they created themselves.
Viewers can see tasks but cannot make any changes.

Tip:

If someone needs to edit or manage more checklist items, consider upgrading their role to Consultant or Manager based on their responsibilities.

Updated on: 06/12/2025

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