Adding Access to Task Lists

  To assign access to task lists:

1. Open the Manage Task Lists page.

   See Managing Task Lists.

2. Select the task list to modify.

3. In the Task List area, click Assign Access.

   • Optional: To migrate a user or group's changed identity or their position in the user directory from Shared Services Console to Planning, click Migrate Identities.

   • Optional: To remove deprovisioned or deleted users or groups from the Planning database to conserve space, click Remove Nonprovisioned Users/Groups.

4. Click Add Access.

5. Select the users or groups to access the task list.

   • Click Users to display all user names; click Groups to display all groups.

   • If there are multiple pages of users and groups, type the page number to go to in Page, and click Go.

   • Click Start or End to navigate to the first or last page.

   • Click Prev or Next to move to the previous or next page.

6. For Type of Access, select how users or groups can use the task list:

   • Assign: View and use

   • Manage: Modify

   • Manage and Assign: View, use, and modify

   • None: No access

7. Click Add.

8. Click Close.