Restrict Task Types to specific Titles

Restrict which Task Types particular employees can use on their timesheets

Let’s say you have one or more employees assigned to the title ‘Art Director’ – and you wish to restrict these employees to only use task types related to Art Direction:

1. Navigate to Master Files>Employees and click on the Titles hyperlink on the top of the page. 
2. Click the title name hyperlink, e.g. Account Director  to open the detail page.
   
   
   
   
3. On the top of the Title details page, click Select for Task Types. 
   
   
4. Check the box NO RESTRICTIONS CURRENTLY APPLIED, CHECK TO APPLY RESTRICTIONS.
5. Select the Task Types that you wish to set restrictions for, from the left pane, and click on the > icon to move them to the right pane. Click SAVE & CLOSE