Have one user who’s Assigned To and Complete are greyed out for them. I have then in Work Force just like everybody else. What else am I missing?
Did you add them as an authorized user?
Yes.
I used to run into this and forget exactly what needs to be done. Can you provide more info about this specific instance?
Is it tied to a Quote? How many tasks? etc.
If the milestone is tied to another task doesn’t the previous need to be completed before the next one can become available?
This is in Quote Entry and is the first step, Entering Quote. This is the first task.
Just got a call while typing this, it started working. SO I don’t know if it just took time for my changes to filter down. IDK. Any input is appreciated.
I think the solution for the issue I used to run into was to change the Salesperson on the header. User A was an authorized user of User B and User B was the salesperson on the quote. For some reason they could not access the task so we would switch the salesperson to A.
If you use Territory security, I would also look into that.