Guest User with Access to Tasks Only in PSOhub

Published: 1 June 2026

Audience

Admin

Objective

Understand what a Guest user with Tasks Only access can see and interact with in PSOhub, including how they work with tasks and plans.

Introduction

A Guest user with Tasks Only access is designed for external stakeholders who need visibility into task progress without access to financials, internal team data, or sensitive project information.

This access level allows Guest users to view and update tasks within plans they have been assigned to, while keeping the rest of your PSOhub environment restricted. It is ideal for collaboration-focused use cases where progress visibility is required but broader system access is not.

When a Guest user is configured with Tasks Only access, they can:

View plans and tasks they have been assigned to
Track task status, dates, and priorities
Update tasks as work progresses

They cannot view financial information, team details, or any plans they have not been explicitly assigned to.

My Tasks

The My Tasks page is the primary workspace for a Guest user with Tasks Only access. This is where they manage their day-to-day work in PSOhub. From My Tasks, a Guest user can:

View all tasks assigned to them across all accessible plans
Create new tasks within plans they have access to
Review task details including status, start date, due date, and priority
Update task status as work progresses
Filter and organize tasks using different task views including List, Grid, Kanban, and more

Accessing Projects

Guest users can access projects they have been explicitly assigned to via Projects. From the Projects list, a Guest user can:

View all projects they have access to
See high-level project information such as plan name, status, and progress

Guest users cannot see projects they have not been assigned to.

Working with Project Views

When a Guest user opens a project, they can view and interact in the Tasks tab using different views.

View	Description
List	A structured task list grouped by task list.
Grid	A tabular view of tasks and dates.
Kanban	A workflow-style task board.
Timeline	A Gantt-chart visual timeline of task schedules.
Files	Files or external links uploaded to the plan.
Communication	Internal conversations between assigned team members and Guest users.

📌 Note: The exact views available to a Guest user are controlled by your Guest Portal settings at Settings > User Management > Guest Settings.

Next Steps

✅ Configure the Guest Portal
Set up branding, default access settings, and menu visibility for all Guest users in your organization. How to Configure the Guest Portal in PSOhub

✅ Create a Guest user
Add a Guest user to PSOhub and assign them access to the relevant plans and projects.
How to Create a Guest User in PSOhub