Default Options on Task Assignment

Establish default values for task assignment custom fields for new tasks. Easily update any of the default values for some or all project tasks using the task assignment change wizard. This feature saves an enormous amount of time and effort. When default values associated with a user or group are entered, they automatically populate on each task to which the user or group is assigned. In addition, as changes become necessary, they can be made to multiple tasks at one time.

To use this feature, go to to Projects > Create new form. Enter the form information and Save it. Then, in the Projects list, select a project. Select “Task assignment” from the Phases/Task dropdown. Next, enter the default information for each resource or group who will be assigned to a task in the new project, and click Save. Finally, create phases and tasks for the project. The default task assignment custom fields are displayed, and when resources are assigned, the default resource information automatically populate the custom fields.

To enable this feature, contact OpenAir Customer Support.