Assigning Viewers to Templates

The Viewers tab enables you to assign viewer rights to users who may view tasks in the schedule and schedule tasks that are generated from the template. You can assign multiple users to a template as viewers. Viewers can be a team or group assignment. A Power User viewer can view the template details and template tasks as read-only. A Viewer has no template access, and only read-only access to schedules produced from the template.

Note:

Only users who have the task Viewer role can respond to questions.

To assign viewer rights:

1. On the Home page, click Application, and then click Task Manager.
2. Click the Templates tab on the left.
3. From the New or Edit Template dialog, select the Viewers tab.
4. Click Add.
5. To search by users or groups or teams, click Search Users, then select Users or Groups or Teams.
6. Enter a full or partial user name, then click Search.
7. To specifically identify a user, click Advanced, then enter a User ID or Email address, or Description.
8. From the Search Results list, select users, then move them to the Selected pane.
9. For additional details about the user, such as teams or groups or roles, click Details.
10. Click Add or Add All to move users to the Selected list.

    Tip:

    To remove users, select them, and then click Remove or Remove All.

11. Enter the necessary information in the template sections:

    • Setting Template Properties

    • Specifying Template Instructions

    • Applying Template Attributes

    • Specifying Day Labels

    • Embedding Templates

    • Working With Template Rules