Adding Teams and Members for Task Manager

To add teams and members:

  1. On the Home page, click Tools..
  2. Click Access Control.
  3. Click the Teams tab.
  4. Click New.
  5. On the Define Team screen, for each team, enter:
    • Name

    • Description

    • Select the Task Manager tab and then select one or more roles for the team:

      • Administrator

      • Power User

      • User

      • Viewer

    • To add members:

      1. Under Members, click add iconAdd.

      2. Enter the partial or full First Name, Last Name, or click Search to select the names.

      3. In the Search Results section, click Add, or Add All to add the selections to the Selected list.

      4. Click OK.

  6. On the Team dialog box, select Primary User to have the tasks default to a Claimed status with that user.

    Note:

    Other team members can then claim the task.

  7. Click OK.