Assigning work by role

You can add a user to any list of existing users that are assigned to a task or replace any existing assigned users by clicking the Assign Work by Role icon.

Before you begin

Before completing this task, you should select team members for the Corporate Campaign.

Procedure

  1. Open the Corporate Campaign.
  2. Open the People tab.
  3. Click the Assign Work by Role icon ().
    A dialog box opens asking how you want to assign work. You can choose to do the following.
    • Add the new user to any existing users assigned to the task.
    • Replace any existing assigned users with the new user.
  4. Select append the new user to add the new user to any existing users assigned to the task, or select replace the existing assignment to replace any existing assigned users with the new user.
  5. Click Apply.

    Users are assigned to tasks as you specified.

  6. Click Close.