Goal
After a Project has been published to a location, it appears as a list of tasks where the responsible users are Job Titles. It's important to assign these tasks to individual users who have access to Pacer so they they receive Daily and Weekly Digest emails containing important task information. Not only this, but also the users can navigate to "My Tasks" for custom task lists showing only tasks assigned to them.
How To
Within the task
Navigate to Tasks at the top of the page. Ensure your location selection is set to your desired location/Teams. You can click on any task to open the task detail drawer. Here there is a section on the right labeled "Responsible User". When clicking this dropdown, you'll see a range of individuals you may select to assign this task to. Only those with an active Pacer account AND who also have access to this location where the task exists will appear in this dropdown menu.
In Bulk
Navigate to Tasks at the top of the page. Ensure your location selection is set to your desired location/Teams. You can check the boxes on the left most column of the task table. Select as many tasks as you'd like as long as you are selecting the ones in which you would like to assign to one user at a time. Once content with the selection, navigate to the bulk actions drop down in the upper left corner of the task table, choose Change Responsible and select someone to assign all of the selected tasks to.
Comments
0 comments
Please sign in to leave a comment.