Assign Tasks to a User

Users with the Create right to Assign Users to Task permission (Setup > Work), defined for the Security Profile under which the User falls (Setup > Organization > System > Security), can choose to assign Tasks within the available Task table to other users.

This article details how to assign Tasks to a User.

Access the Assign Task page

1. User context menu button:
   1. From the Icon Bar click Setup .
   2. From the Navigation Menu click Organization.
   3. From the available options select Users.
   4. Click the context menu button located against a User and then select Assign.
      
2. My Timesheet: For further details refer to Assigning Tasks through My Timesheet.

Assign Task(s)

From the Assign Tasks page you can either:

1. Add Selected Tasks

   1. Upon the Assign Tasks page displaying, select the required tasks.

      Tip: Use the Search by list to search the global Task list by Name, ID, or Project if you are looking for a specific task.

   2. To narrow down the list of available Tasks you can:
      1. Apply a Filter . for further details refer to Applying a Filter to the Assign Tasks list.
      2. Search for Task(s) based on Name, Id, Client, Project or Work Type. For further details refer to Searching for an item.

         Tip: By default Suspended Work Types are excluded from the list. You can select the Show Suspended Work Type selection box to include them in the Work Types List.

   3. Click the right arrow button to move the selected tasks to the assigned Tasks list box.
   4. View the assigned Tasks list.

      

2. Add all listed Tasks

   1. Upon the Assign Tasks page displaying use the Search by list to search the Global Task List by Name, ID, Client, Project or Work Type if you are looking for a specific task.
   2. To narrow down the list of available Tasks you can:
      1. Apply a Filter . for further details refer to Applying a Filter to the Assign Tasks list.
      2. Search for Task(s) based on Name, Id, Client, Project or Work Type. For further details refer to Searching for an item.
   3. Click the Add all Tasks button to move all listed Tasks within the available tasks table to the assigned tasks table .

      Note: The Add all Tasks button is unavailable for selection, if at least one Task is selected within the available table.

   4. Upon the confirmation box displaying, click Yes to confirm the Task assignment.
   5. View the assigned Tasks list.

      

3. Click Back to return to the previous page.