Add Resources to Assigned Tasks Using Initials

Use the Tasks submodule to add resources to your assigned tasks using initials.

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

To add a resource to an assigned task using initials:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click To-do > Tasks.
3. Click the Grid View tab.
4. Highlight the assigned task that you want to add a resource to using initials.
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. Using the @ini field, enter the initials of the resource that you want to add and press Enter.