Assigning Tasks to Team Members from the Task List

 

Assign tasks to the team members who are responsible for the task.

Note: You can also use the inline edit capability of the Task List to assign team members to a task.

TO ASSIGN TASKS TO team members:

  1. Navigate to the workspace in which you want to assign tasks.
  2. On the Workspace Menu, click Tasks and Task List.
    A list of tasks displays.
  3. Confirm that the schedule is not checked out. If the schedule is checked out, you cannot assign tasks. For more information, see Checking In the Task Schedule.
  4. Select the task(s) to which you want to assign a resource.
    If you select multiple tasks, you will be assigning the same resource to all the selected tasks.
  5. From the Selection list, select Assign Tasks.
    The Member Directory opens in a new window.
  6. Select the team members to whom you want to assign the task and click Save & Close.
    For details about using the Directory, see Using the User Selector.

 

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