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:
-
On the main toolbar, click
Jobs
.
- 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.
- In the left pane of the Jobs page, click Tasks.
- On the Tasks page, click the Tasks tab.
-
In the grid, highlight the task to which you want to add users and click
Task Settings
on the tab toolbar.
- On the Task card, click the Task Conversation tab, and click .
- In the Add Users dialog box, provide the values for the required fields and click Confirm.
Parent Topic: Tasks Tab
