Help Center
Clients, Projects, & Tasks
How to assign users to a task
Description
Describes how to assign a task to a user so they can view and log time against it on their timesheet.
Who can access this page?
To create or edit task a user must have User Management permissions. Click here to view how to setup user permissions.
Location
Menu SetupClients
Select a Client
Select a Project
Select a Task
Instructions (See screenshot below)
- Edit a taskThe task grid shows all tasks assigned to the currently selected project. Click the edit button to edit a task which will popup a window.
- Edit AssignmentsClick the task assignment tab. Here you can assign the task to all users or for only selected users. In the scenario below the task is assigned to specific users so only Bill Miller and George Brown will be able to see these tasks on their timesheet.
- SaveClick the Update button to save your changes.
Screenshot
