Adding Teams and Members for Task Manager

To add teams and members:

  1. On the Home page, click Tools, and then click Access Control.
  2. Click the Teams tab.
  3. Click New Add button.
  4. 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

  5. Under Members, click Add.
  6. Enter the partial or full First Name, Last Name, or click Search to select the names.
  7. In the Search Results section, click Add, or Add All to add the selections to the Selected list.
  8. 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.

  9. Click OK.