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:
-
On the main toolbar, click
Tasks
.
-
In the left pane of the Tasks page, click
.
-
Click the
Grid View tab.
-
Highlight the assigned task of the job team to which you want to add a resource.
-
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

.