Level 2 - Tasks
Print this page: Assign Tasks(pdf)
Assign a Task
In addition to creating tasks for yourself, you can also assign existing tasks
or newly created tasks to others users.
Assign a new task to another user
- Display the tasks folder.
- Open a new Task Request form:
- On the toolbar, click the drop-down arrow to the right of the New button
and select Task Request.
- Right-click the tasks folder contents list and choose New Task Request.
Note: The Task Request form is similar to the Task form,
except it includes “To” Line and a “Send”
button. To assign an existing task, open the task you want to assign and click
Assign Task.
- In the To text box, enter the user’s name who
you want to assign the task.
- In the Subject text box, enter the task subject.
- In the Due Date and Start Date text
boxes, enter the desired dates, or click the drop-down arrows to select
the dates from the calendar.
- If necessary, from the Priority drop-down list, select
the priority (Normal, Low or High).
- If desired, type a message in the note area.
- If desired, assign a category to the task.
- If you want to keep an updated copy of the task on your task list or receive
a status report when the task is complete, check the appropriate check boxes.
- Click Send.
