I can't see a client or task

When a client or task doesn't show up, the reason is almost always one of these: you're in a different company, a filter is hiding the item, it was moved to the trash, or your role doesn't let you see it. Check them in this order.

Step by step

  1. Check the company. If you belong to more than one company, see which one is selected. Each company has its own clients and tasks. See Use more than one company.
  2. Check the filters. In the task list, look at the assignee, status, and date filters. If the assignee filter only offers Minhas tarefas (My tasks), your role doesn't have the Ver tarefas de todos os responsáveis (View tasks of all assignees) permission.
  3. Check the trash. Deleted tasks go to Tarefas → Lixeira (Tasks → Trash) and deleted leads to CRM → Lixeira (CRM → Trash), for those with access.
  4. Check the link. If your role has Ver todos os clientes e tarefas (View all clients and tasks) turned off, you only see the clients you work on: as account manager, on the Client team, or on one of their projects or tasks.
  5. Ask for access. Talk to an admin in your company. They can add you to the Equipe do cliente (Client team) (on the client's Management tab) or adjust your role.

For admins

Open Usuários → Tipos de Usuário (Users → User types), select the person's role, and review the permissions in the Tarefas (Tasks) and Clientes (Clients) groups. The full explanation is in Who sees what.

Frequently asked questions

My coworker can see the client and I can't. Why?

You probably have different roles, or they're linked to the client and you aren't. Ask to be added to the Client team.

Some finance tasks don't show up for me.

Finance content only appears for people with finance permission. That's intentional.

I'm a client portal user. Why do I see so little?

In the portal, each person sees only the data of the client they're linked to.