User Guide

10.4

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Assigning Tasks

Assign tasks to users who can work on the tasks. For example, you might want to assign tasks related to the Baker Foods record to a user with knowledge about the record.

Click

Task Manager

The task panel contains a list of tasks.

Click

Available Tasks

The task panel lists all the unassigned tasks for your user group.

Optionally, to find tasks to manage, use custom filters or search.

Click the

Filters

icon, and then add filters.

In the search box, enter a search term, and then click the search icon.

Select the check box beside the tasks that you want to manage.

The

Selected

list appears.

From the

Selected

list, select

Assign

The

Assign

dialog box appears.

From the

Assignee

list, select a user who you want to assign the tasks.

The

Assignee

list contains the potential owners shared by all selected tasks. For more information, see Potential Owners.

Optionally, add a comment.

Click

Assign

The task panel updates. The tasks appear in the

My Open Tasks

tab for the assigned user. The user name of the assignee appears in the

Owner

field of the tasks.

Organizing Work on Tasks

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User Guide

User Guide

Assigning Tasks

Assigning Tasks