Add a Team to a Task

Use the Tasks submodule to add teams to tasks.

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

To add teams to tasks:

  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 a team.
  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 a team and click Booked Resources on the tab toolbar.
  6. In the bottom grid click the Context Menu > Add Team.
  7. In the Add Task Resources dialog box, provide the values for the required fields and click Add.