Use the Tasks submodule to add resources to the job teams of your assigned tasks.
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 the job team of an assigned task:
-
On the main toolbar, click
Tasks
.
-
In the left pane of the Tasks screen, click
.
-
Click the Grid View tab.
-
Highlight the assigned task of the job team that you want to add a resource to.
-
On the grid toolbar, click
Task conversation
.
-
In the Task Conversation pane, hover over the task name and click
Show the task resources
.
-
Click
and select
Job team settings.
-
In the Job Team pane, click
Open resource footer
.
-
In the Resource footer, highlight the resource that you want to add to the job team and click
Add resource
.
Alternatively, highlight or hover over the resource that you want to add to the job team and click
Add resource to team
.