Edit Job Team Settings of Assigned Tasks

Use Tasks in the To-Do submodule in the Tasks module to edit the job team settings of your assigned tasks.

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

To edit the job team settings 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 which you want to edit the job team settings.
  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, you can change assigned teams, add team templates, and add and remove resources from job teams.
  9. To close the Team Resources pane, click and select Job Team Settings again.