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 Manage roles > Assign work by role on the People tab of the project to assign all tasks. Tasks are assigned based on user roles.
    • Click Find and Replace > Find And Replace Task Members or Find and Replace > Find and Replace Task Reviewers 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 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.