Adding roles and members to tasks

When you create a project, 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. For your project , navigate to Workflow.
  2. To select or change the member roles, double-click the Member Role cell for the task you want to change.
  3. Click Select Options to view the list of available roles.
  4. Click to select one role, or Ctrl+click to select more roles to assign to this task.
  5. To select or change specific members, double-click the Member cell for the task you want to change.
  6. Click to view the list of available members.

What to do next

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