End a User’s Assignment on a Task
There may be times when a team member’s work on a specific Task is complete or needs to be reassigned. Ending a user’s assignment on a Task ensures that project responsibilities stay accurate and up to date, prevents unnecessary time or cost tracking, and helps maintain clarity in reporting.
This article explains how to end a user’s task assignment through the Project Team.
- From the Icon Bar click Project List
.
- From the Project List page, select the Project you wish to edit by following one of these steps:
- Click the Project context menu button
to expand it. From the available options click Edit.
OR - Click the name of the Project you wish to access.
Tip: Use the search capability for an efficient way of finding the specific project. For further details refer to Searching for a Project within the Project List page.
- Click the Project context menu button
- From the Project Edit page, hover your mouse over the Manage tab and select Project Team from the available options.
- Find the resource in the Project Team list whose Task Assignment you want to end.
- Click the context menu
button located against the Project Team Member and choose Assign.
- Upon the Assigned Tasks page displaying, click the relevant assigned Task name located on the right table.
- On the Assignment Edit page, update the assignment's End Date and/or select the Assignment is completed checkbox.
- Click Save to apply your changes.
- Click Back to return to the previous page.