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.

  1. From the Icon Bar click Project List .
  2. From the Project List page, select the Project you wish to edit by following one of these steps:
    1. Click the Project context menu button to expand it. From the available options click Edit.
      OR
    2. 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.

  3. From the Project Edit page, hover your mouse over the Manage tab and select Project Team from the available options.
  4. Find the resource in the Project Team list whose Task Assignment you want to end.
  5. Click the context menu button located against the Project Team Member and choose Assign.
  6. Upon the Assigned Tasks page displaying, click the relevant assigned Task name located on the right table.
  7. On the Assignment Edit page, update the assignment's End Date and/or select the Assignment is completed checkbox.
  8. Click Save to apply your changes.
  9. Click Back to return to the previous page.