To assign work by role
About this task
Typically, at the beginning of a project, the project owner or manager assigns work to the members of their team. The section describes how to perform this task for owner-assigned approvers (as opposed to approvers assigned in the template).
Procedure
Results
In the workflow, all users assigned to roles are also assigned to the tasks associated with their role.
What to do next
Note the following when you assign work.
- When you access the Assign All team members and reviewers to their respective tasks dialog, the project Workflow is locked; that is, any other user who attempts to access it receives a warning message, indicating the workflow is currently in use.
- Only tasks with a status of pending have people assigned to them when performing this task; all other tasks remain unchanged.