Add Resources to Job Teams of Assigned Tasks

Use Tasks in the To-Do submodule in the Tasks module to add resources to the job teams of your assigned tasks.

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

To add a resource to the job team of an assigned task:

  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 of the job team to which you want to add a resource.
  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. Click and select Job Team Settings.
  8. In the Job Team pane, click Open Resource Footer .
  9. 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 .