Who can edit a Task’s Team?
- The Author
- The Assigner
- The Responsible Person
- Any Collaborators
- Anyone with the "Tasks - Edit" and "Tasks - Assign" permission for Tasks that are within the specified Network Location(s).
- For nested Tasks, anyone who is on the Team of the Parent Item.
How do I edit the team from the Team Panel?
Open the Task with which you want to work, then click in the top right corner of the “Team” section.
In the resulting window, you can edit any element of the Task's team.
- To edit a list of users, click in that field and begin typing the user’s name. A drop-down menu will appear from which you can select the user. You may add as many users as necessary to each list.
- When you're satisfied with the team, click
.
How do I edit the team from Ellipsis Drop-Down?
Open the Task with which you want to work, then click in the top right corner of the item. In the resulting drop down, select the
button.
In the resulting window, you'll be able to edit certain aspects of the team as described above.
- To edit a list of users, click in that field and begin typing the user’s name. A drop-down menu will appear from which you can select the user. You may add as many users as necessary to each position.
To remove a user, delete their name from the list. - Click
.