What is a Community?

Understand what Communities are in Pacer and how they control task visibility for users across your organization.

Plan availability: Available on select plans — contact your administrator for details.

Overview

A Community is a visibility layer in Pacer that controls which tasks a user can see. Every task is assigned to a single Community, and every user is granted access to one or more Communities. A user will only see tasks that belong to a Community they have been granted access to.

This affects what appears on a user's Tasks page as well as the data used to populate their dashboards and reports. Communities let you maintain a single, complete task list for a location or team while surfacing only the relevant tasks to each person.

Common scenarios where Communities add value:

• Corporate vs. location tasks: A location has tasks completed both on-site and by a corporate team. Corporate tasks are placed in a separate Community so location-level staff only see what is relevant to them.
• Project manager oversight: A project manager needs to track tasks across multiple location teams. Those tasks are placed in a Community only the PM can access, keeping the location team's view uncluttered.
• Vendor access: A vendor needs to complete specific tasks without seeing internal ones. Vendor tasks are placed in a dedicated Community granted only to that vendor.

Note: Each task belongs to exactly one Community, but each user can belong to multiple Communities.

Task Visibility Exception: Prerequisites and Dependencies

There is one exception to standard Community visibility rules. If a task has been linked to another task as a prerequisite or dependency, and that linked task belongs to a Community the user does not have access to, the user will still see the name of that out-of-community task — but only within the Task Detail drawer, in the prerequisites or dependencies section.

How To

1. Navigate to the Admin Menu and under the Task Config section choose Communities
2. Here, you can click Add New in the upper right corner to make a new community
3. After you've made a community, be sure to head back to the User List page to add the community to your profile and any else's profile who should have the ability to see these tasks. 
4. Now, when creating new tasks, you'll see this community as an option