Assignments

Assignments

Assign human and material resources to tasks.

  • From navigation menu go to: Task > My tasks

  • Click on a task you wish to assign

  • Click on the Add assignee icon at the bottom right of the task card

  • In the popup that appears, click on the icon by the name of the team member(s) you wish to assign the task to

  • Assignees can be identified by the blue icon beside their names

  • Once selected you can add/edit the Planned effort for the assignee(s)

  • Click Add once you are done assigning and adding effort times to save your changes

  • Assignee(s) and their Planned efforts will now appear listed on the bottom right of the task card

  • To remove an assignee click on the red X icon that appears beside its name when you hover over it

  • To assign a Material resource click on the Add material resource icon at the bottom right of the task card

  • In the popup that appears, enter a material resource name to search from pre-registered material resources (only resources that have previously been created in the Resource app will appear)

  • Click Add now to assign the selected material resource

  • All task assignees selected will appear on the task list now in the Assignee column



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