Change the assignees for a standard task
When the status of a task is open, you can change the assignees for a standard task, but you cannot remove all assignees from the task.
Note: You cannot change the assignees for translation tasks.
- In the Project Explorer, select a study object (study design, study element, study event, form, section, item, codelist, codelist item, mapping, data set, or data series).
- On the Tasks tab, select a task.
Tip: If you don't see the Tasks tab, at the top left of the page, select View, and make sure Tasks is selected.
- On the toolbar at the top of the Tasks List, click Edit.
- Click the Assignment tab.
- Modify the users or teams to which the task is assigned. You must assign the task to at least one person or team.
- Click OK.
Task Editor dialog box - Option descriptions
The second tab that appears in the Task Editor dialog box depends on the type of task that is selected. For standard tasks, the dialog box has an Instructions tab, and for translation tasks, the dialog box has an Assignment tab.
|
|
Option
|
Description
|
Top toolbar
|
|
Accept, Complete,
Close, Reopen,
Unaccept
|
Accept, complete, close, reopen, and unaccept a task.
|
Top section
|
|
Study
|
(READ-ONLY) Study with the study object to which the task is attached.
|
Object Name
|
(READ-ONLY) Study object to which the task is attached.
|
Object Type
|
(READ-ONLY) Type of study object on which the task was created.
|
Created
|
(READ-ONLY) Date and time the task was created.
|
Requested By
|
(READ-ONLY) User who created the task.
|
Status
|
(READ-ONLY) Status of the task (Open, Accepted, Completed, or Closed).
|
Task Type
|
(REQUIRED.) Type of the task. An administrator defines task types in the Central Designer Administrator application.
|
Priority
|
(REQUIRED.) Priority of the task. Options are Critical, High, Medium, and Low.
|
Due
|
(REQUIRED.) Deadline for when the task must be completed.
Default value—Current date and time.
|
Owner
|
(READ-ONLY) Person or team to which the task is assigned.
|
Completed By
|
(READ-ONLY) User who completed the task.
|
Completed Date
|
(READ-ONLY) Date and time the task was completed.
|
Instructions tab
(Appears for standard tasks only)
|
Instructions text field
|
Text for the task.
|
Assignment tab
(Appears for translation tasks only)
|
[List of roles]
|
List of roles to which the task can be assigned. If an administrator specified a default role to which the task type is assigned, the role is selected.
|
Note: Use the buttons on the toolbar to add an attachment and format the text.
|
