Add Teams to Assigned Tasks

Use the Tasks submodule to add teams 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 team 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 team 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 team.
8. In the Add Task Resources dialog box, click the Book a Team tab and use the drop-down list to select the team that you want to add to the assigned task.
9. If you want to include contacts in the drop-down list, select the Include contacts check box.
10. Enter the number of hours that you want to book for the team.
11. Click Add.