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Remove ability for admin to delete tasks from work plan

I would like to be able to have an admin/coordinator able to go in and make updates to tasks in the work plan but prevent them from being able to delete any tasks/items at any level in the plan.  Is there any way to do this?

 

tneiheisel Answered

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Absolutely, you would create a validation rule that would prevent a type of user from making deletions. I would recommend hopping on an advanced Q&A webinar (webinars.clarizen.com) to see how to set this up step-by-step. At a high level the rule would be on Work Items, upon object deletion, and in the evaluation criteria you would call out which users or user-types cannot delete.

Josh Santos 0 votes