Activity assignments

Activity Center > Activities
 

 

To be able to manage assignees, i.e. add users to or exclude them from the assignees of an activity, you must have 'Manage assignees' permission in your role.  

 

To be able to view assignees, you must have 'View members & assignees' permission in your role.  

 

Managing assignments via Activity details section in Activity Center

 

To enable the activity details section in Activity Center, make sure the 'Enable old details pages for projects and activities' option is disabled.

 

To make new activity assignments:

 

1.

Click the name of the activity you want to edit assignments of to open its details section.

2.

Click the "+" part of the double control ( ) at the ASSIGNEES section

3.

Select the users you wish to add to activity assignees by selecting their checkboxes.

4.

Click 'Save' when you are done.

 

 

To edit/delete activity assignees:

 

1.

Click the name of the activity you want to edit assignments of to open its details section.

2.

Click the "pencil" part of the double control ( ) at the MEMBERS section

3.

Make a new selection of assignees using their checkboxes.

4.

Click 'Save' when you are done.

 

Inviting users

 

If the user that you would like to assign to your project is not on the list, you can invite him or her.

 

To invite a user:

 

1.

Click the name of the activity you want to edit assignments of to open its details section.

2.

Click the "+" part of the double control ( ) at the MEMBERS section

3.

Click "+ invite user" right above the list of activity assignees/available users.

4.

Enter the new user's login name and email address in the respective fields.

5.

To fill in additional details for the user (optional), click 'Show additional fields'.

6.

Click 'Save and close' to complete the procedure.

 

 

 

To select assignees for an activity using the Assignees attribute:

 

1.

Make sure the Assignees column is enabled for activities. To do so, click the 'Customize' button () and select the 'Assignees' checkbox. Use drag-n-drop to relocate the column, if required. To learn more about customization, refer to Customize in this online help.

2.

Click the Assignees attribute button ().

 

Once there is one assignee on the activity, the button will be replaced either with a placeholder () (i.e. no avatar has been uploaded for the user) or one with the user's avatar. If there are two or more assignees, the exact number is shown using placeholders or avatars. For example, the combination indicates that there are 4 users assigned on the activity.  

 

3.

Select the checkbox for each user on the list you want to assign to the activity.

4.

Click the clockface button () to expand the panel to show resource loading.

5.

Adjust personal estimated hours (or personal hours left if the activity has started).

6.

Click 'Save'.

 

To delete assignees:

 

1.

Repeat Steps 1 to 2 above.

2.

Unselect the checkbox for each user on the list you want removed from the assignees.

3.

Click 'Save'.

 

To delete all assignees from an activity as a batch operation:

 

See Activity batch operations.