Editing activity assignees

Activity Center > Activities

 When you create an activity one of the things you do is select activity assignees. As your project unfolds, there may be a need to change the assignees.

There are two ways to edit activity assignees:

 

1.

By inline editing in Activity Center, and

2.

In Activity details section, Assignees section.

 

Editing activity assignees in Activity Center

 

1.

While in Activity Center, locate the activity whose assignees you want to edit.

2.

Click the assignee button () to access assignee selector.

3.

Use the assignee list to select assignees as required.

4.

To add a yet not existing user, click 'Invite User'.

5.

Fill in the required three fields, use 'Show all user details', if required, and click 'Save and close' when you are done.

6.

Click 'Save' back in the assignee selector to save the changes.

 

 

Adding activity assignees in AC Activity details section

 

1.

While in Activity Center, locate the activity whose assignees you want to edit and click its name to open its details section.

2.

In Activity details section, go to section Assignees.

3.

To add one or more assignees, click the "Add assignee" button (). As you do, the counter is incremented by the corresponding number.

4.

Select an assignee(s) from the list of available users by clicking the appropriate checkbox(es) and click "Save".

5.

Click the "Save" button to apply the changes to the activity details, or

 

Click "Save and close" to apply the changes and exit.

 

 

Editing activity assignees in Activity details section

 

1.

While in Activity Center, locate the activity whose assignees you want to edit and click its name to open its details screen.

2.

In Activity details section, go to section Assignees.

3.

To edit the assignees, click the "Edit assignee" button ().

4.

Make modifications by selecting the appropriate checkboxes, and click 'Save'. The counter of assignees is changed accordingly.

5.

Click the "Save" button to apply the changes made to the activity details, or

 

Click "Save and close" to apply the changes and exit.

 

 

Work is done in Activity details section

 

To indicate who of the assignees have completed their portion of a task:

 

1.

While in Activity Center, locate the activity whose assignees you want to edit and click its name to open its details section.

2.

In Activity details section, go to section Assignees.

3.

Place the mouse pointer on the assignee you want to mark as done with work. As you do, a check mark () appears for the assignee.

4.

Click the mark. As you do, it changes color to green (), and the counter of assignees done with work is incremented by one. If you have marked an assignee done with work in error, click its green mark again. As a result, the counter will be decremented by one.

5.

Click the "Save" button to apply the changes made to the activity details, or

 

Click "Save and close" to apply the changes and exit.

 

 

Also see Completing tasks: 'I'm Done'.

 

 

pencil

Using activity batch operations, it is possible to modify assignees in a group of activities at the same time.

 

 

Resource loading

 

For details about resource loading, see Resource loading.