Add Users to Task Conversations

Use Tasks submodule to ass users to task conversations.

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

To add users to task conversations:

1. On the main toolbar, click Jobs .
2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job containing the task to which you want to add users.
3. On the side toolbar of the Jobs screen, click Tasks.
4. On the Tasks screen, click the Tasks tab.
5. In the grid, highlight the task to which you want to add users and click Task Settings on the tab toolbar.
6. On the Task card, click the Task Conversation tab, and click Show the Conversation Options > Add User to Conversation.
7. In the Add Users dialog box, provide the values for the required fields and click Confirm.