Remove Resources that have No Relation to the Job

Use Tasks in the To-Do submodule in the Tasks module to remove resources that have no relation to the job.

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

To remove resources that have no relation to the job:

  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 from which you want to remove resources that have no relation to the job.
  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 Team Resources.
    Alternatively, click Add Resource to Task .
  8. In the Team Resources pane, click Remove Resources that have No Relation to the Job .
  9. In the confirmation dialog box, click OK.