Create assignments for users

Please go to the Assignments view in the Projects category, here you can start to create assignments for different users.

Assignments view provides a convenient way to create assignments for users. After assignments are created, users can use the timesheet entry tools to enter time.

To assign tasks to users, do the following steps:

  1. Use the Refresh to create all projects listed in the Projects view;
  2. Assign users to the selected project, just select a user in the user list, and drag it onto the selected project in the assignment tree;
  3. Assign tasks to the selected user, just select a task category in the task category list, or a task in the task list, and drag it onto the selected user in the assignment tree.

Hint

bulletWhen you assign a user to a project, all global tasks will be auto-assigned for that user.

What do you want to do?

bulletLearn more about Assignments View
bulletLearn more about Projects View
bulletLearn more about Users View
bulletLearn more about Task Categories View
bulletLearn more about Tasks View
bulletBack to Step by Step

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