Add Resources to Job Teams of Assigned Tasks

Use the Tasks submodule to add resources to the job teams of 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 the job team of 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 of the job team 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 Job team settings.
  8. In the Job Team pane, click Open resource footer .
  9. In the Resource footer, highlight the resource that you want to add to the job team and click Add resource .
    Alternatively, highlight or hover over the resource that you want to add to the job team and click Add resource to team .