Inherit the Assigned Field

This procedure uses the Answer task type as an example, but the procedure is the same for all task types.

  1. Open a task.
  2. Click the Task Type drop-down list and select Answers.
    The Answer field label turns red and includes an asterisk, indicating that it is now a required field. An Inherit button appears to the right of the Assigned field.
  3. Select the answer you want to associate with the task.
    1. Click Search to the right of the Answer field.
    2. Enter information in the Search field.
    3. Choose the answer you want from the results list and click Select.
      The Answer Search window closes and the answer appears in the Answer field of the task. If only one answer matches the search criteria, the Answer field automatically populates.
  4. Click Inherit to the right of the Assigned field.
    The Inherit button changes to Assigned Locked (with a lock symbol) indicating the Inherit property is active, the value in the Assigned field changes to the staff member assigned to the answer, and the field is disabled and appears grayed out.
  5. To unlock the inheritance, click Locked to the right of the Assigned field.
    The staff member name in the field remains the same, but the field is enabled. You can change the value now that the Inherit property is no longer active.