Assigning work

After a project exists, users can assign work to people or teams.

Procedure

  1. Go to a project.
  2. Add people and teams to the project. To assign work to an individual or team, they must be members (or reviewers) of the project.
  3. Assign tasks in any of the following ways:
    Click Assign Work By Role (Stack of items with arrow that points to person image) on the People tab of the project to assign all tasks. Tasks are assigned based on user roles.
    • Click Find And Replace Task Members (Two people with arrow that points from one person to the other person image) or Find and Replace Task Reviewers (Two people with arrow that points from one person to the other person image) on the People tab to reassign work for certain people or teams.
    • Use the Workflow tab to individually assign tasks to users and or teams.
    • Click Members/Roles (Person in business suit with pencil image) on the People tab of the project to assign a team.

Results

When users log in, they can act on the tasks that are assigned to them.