Updating transition task groups

You can update the task group description, and you can add or remove resource assignments.

  1. Sign in as an administrator.
  2. Select Transition Management > Setup > Task Groups.
  3. Right-click the task group to update and select Update.
  4. Update the task group.
    • To update the description, provide a description of the group in the Description field, and click Save.
    • To deactivate the task group, clear the Active check box, and click Save.
    • To add one resource assignment, click Create from the Resource Assignments list, select a resource, and click Save.
    • To add two or more resource assignment, click Add Multiple from the Resource Assignments list, select the resources, and click Add Selected Employees.
    • To remove a resource assignment, select the resource from the Resource Assignments list, click Delete, and click OK.
  5. To save your updates, click Save.