Adding roles and members to tasks

When you create a projectCorporate Campaign, Advanced List, or On-demand Campaign, the workflow automatically includes member and reviewer roles for all tasks if the template you selected provides this information. However, you can edit workflow tasks to assign different roles.

About this task

To add roles and members to tasks, complete the following steps.

Procedure

  1. Navigate to the Workflow tab of your projectCorporate Campaign, Advanced List, or On-demand Campaign.
  2. Click Edit (Page with pencilPage with pencil).
  3. To select or change the member roles, click in the Member Role cell for the task you want to change.
  4. Click the turndown icon (Down arrow image) to view the list of available roles.
  5. Click to select one role, or Ctrl+click to select more roles to assign to this task.
  6. To select or change specific members, click in the Member cell for the task you want to change.
  7. Click the turndown icon to view the list of available members.
  8. Save your work.

What to do next

If you have the "View people tab" and the "Edit team members and roles" permissions, you can select any users or roles, even if they were not included on the People tab. When you add a user to the project workflow, the system adds the user to the People tab automatically.

Note: For approval tasks, the Reviewer and Reviewer Role cells cannot be edited directly on the workflow spreadsheet. You select reviewers and reviewer roles when you start an approval process. For more information, see Starting an approval process from view mode.