Add Resources to Assigned Tasks Using Initials

Use Tasks in the To-Do submodule in the Tasks module to add resources to your assigned tasks using initials.

To use Tasks, you must have access to Tasks as defined in User Access Rights 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 page, click To-Do > Tasks.
3. Click the Grid View tab.
4. Highlight the assigned task to which you want to add a resource 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.