Add Users to Task Conversations

Use Tasks submodule to ass users to task conversations.

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

To add users to task conversations:

  1. On the main toolbar, click Jobs .
  2. In the left pane of the Jobs page, click Jobs List and highlight the job containing the task to which you want to add users.
  3. In the left pane of the Jobs page, click Tasks.
  4. On the Tasks page, click the Tasks tab.
  5. In the grid, highlight the task to which you want to add users and click Task Settings on the tab toolbar.
  6. On the Task card, click the Task Conversation tab, and click Show the Conversation Options > Add User to Conversation.
  7. In the Add Users dialog box, provide the values for the required fields and click Confirm.