To change the privacy settings of a task, begin by clicking into the relevant matter.
Click > ‘Tasks’.
Scroll down to the relevant task.
Click > the ‘Settings symbol’.
Four options for privacy will be available:
- ‘Visible to Purchaser’
- ‘Visible to Estate Agent’
- ‘Visible to Other Stakeholder’
Select the relevant option.
Please note: More than one option can be selected.