To change the privacy settings of a task, begin by clicking into the relevant matter.

Click > 'Tasks'.

InTouch task tab

Scroll down to the relevant task.

Click > the 'Settings symbol'.

InTouch task settings tab

Four options for privacy will be available:

  • 'Visible to Purchaser'
  • 'Visible to Estate Agent'
  • 'Visible to Other Stakeholder'
  • 'Private'

Select the relevant option.

Please note: More than one option can be selected.