Add Resources to Assigned Tasks

Use the Tasks submodule to add resources to your assigned tasks.

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

To add a resource to an assigned task:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click To-do > Tasks.
3. Click the Grid View tab.
4. Highlight the assigned task that you want to add a resource to.
5. On the grid toolbar, click Task conversation .
6. In the Task Conversation pane, hover over the task name and click Show the task resources .
7. Click and select Add resource.
   Alternatively, click Add resource .
8. In the Add Task Resources dialog box, click the Employees tab and use the drop-down list to select the employee that you want to add to the assigned task.
9. If you want to hide job team members from the drop-down list, select the Hide job team members check box.
10. Enter the number of hours that you want to book for the resource.
    Alternatively, double-click on the corresponding Booking field and enter the number of hours that you want to book for the resource.
11. Click Add.