Display Team Resources and Add Resources from the List to Assigned Tasks

Use Tasks in the To-Do submodule in the Tasks module to display team resources and add resources from the list to your assigned tasks.

To use Tasks, you must have access to Tasks as defined in User Access Rights under Settings.

To display team resources and add a resource from the list to an assigned task:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click To-Do > Tasks.
3. Click the Grid View tab.
4. Highlight the assigned task to which you want to add a resource from the list of team resources.
5. On the grid toolbar, click Task Conversation .
6. In the Task Conversation pane, hover over the task name and click Show the Task Resources .
7. Click and select Team Resources.
   Alternatively, click Add Resource to Task .
8. In the Team Resources pane, highlight the resource that you want to add and drag and drop the name to the Resource field.
   Alternatively, double-click on the resource that you want to add.
9. To close the Team Resources pane, click and select Team Resources again.
   Alternatively, click Add Resource to Task again.