Listing Assignees for a Task

You can list the assignees for any WBS task that you can view. A task can have none, one, or may assignees. This page is also used when assigning members to a task (Assign To in the page Actions menu for a WBS).

Before you begin: View the details for the task. See Viewing Information About a WBS or Project Task.

  1. From the Categories menu for a task, click Assignees.

    Or

    1. Check a task.
    2. From the page Actions menu or toolbar, click Assign Selected.

      If you selected more than one task, the Find People page opens. Click Add. See Searching for People and Project Members.

      The assignees list does not necessarily include the task owner. The owner is included only if the owner was specifically selected as an assignee also.

      For each assignee, this page lists these details:

      User Name. The person's last and first name. Click to view the Properties page for that user.

      Email. The person's email address. To send the person an email, click the address.

      Company. The person's company.

      Assignee Role. The person's role in completing the task: Task Owner, Task Assignee, or Task Reviewer. All roles can view and edit the same information about the task. The role is simply a designation that describes the person's responsibility. Note that the Task Owner role is different from the true owner for the task. For example, the owner can be added as an assignee and given a role of Task Assignee, Task Reviewer, or Task Owner. Additionally, a person can be given the role "Task Owner" without being made the true task owner.

      % Allocation. The percentage of the person's time dedicated to the task.

  2. Use the Actions menu or page toolbar to work with the assignees:

    Add. Searches for people to add as assignees to this task. See Searching for People and Project Members.

    Modify Assignee Role. Change san assignee's role. See Modifying an Assignee's Role for a Task.

    Remove Selected. Removes an assignee from the task.

  3. If you opened this page to assign members to a task:

    1. Click Add. See Searching for People and Project Members.

      From the results page, check the people you want to assign to the task(s).

    2. Click Done.

      The assignees are added with a role of Task Assignee. If a task is beyond the Create state, the system sends notifications to the assignees immediately. If a task is in Create, the notifications are sent when the task is promoted to Assign.