Assigning a task to a user

From User Configuration>Users

Assign a task to a user

  1. Highlight the user, then in User Tasks choose Actions>Create.

  2. Choose the task from the Tasks list, choose Select.

  3. Add Start and Stop Dates if necessary.

  4. From the Actions menu, select Save.

From User Configuration>Tasks

Assign a task to a user

  1. Highlight the task, then in User Tasks choose Actions>Create.

  2. Choose the user from the User list, choose Select.

  3. Add Start and Stop Dates if necessary.

  4. From the Actions menu, select Save.

Making selection for Start and Stop dates

Make selections for Start and Stop dates if necessary

  1. If the assignment is temporary, select Start and Stop Dates.

    Screen capture: Assigning a task to a user for a specific timeframe (in this case June 1-30)

  2. if the assignment is not temporary but should not begin until a future date, select a Start Date only.

  3. If the assignment is immediate and permanent, leave the date fields blank.