PK4 Tech

Assigning Tasks to Users

Click here to know more about creating Tasks for assignments

You can assign tasks from any of the sub-tabs in the Project Management module, including:

• Assignments
• Gantt
• Board
• Resources

To assign a task from the Assignments tab:

1. Click the New button.
2. In the New TT Task Assignment pop-up window, enter the assignment details such as Task Name, Start Date, End Date, and any other necessary information.
3. Select the user from the Assignments list who will be responsible for completing the task.
4. Click the Save button to assign the task.

Assigning a Task from the Gantt Tab

• Drag and Drop

  • Simply drag the user from the user list and drop them onto the relevant task in the Gantt chart. Click here to know more.

• Manual Selection

1. Select the project from the Projects list and click the + button.
2. In the New Task pop-up, enter the Task Assignment Title, Start Date, End Date, Assigned Hours, and any relevant Notes.
3. Go to the Resources tab, search for the user in the User Assigned field, enter the Assigned Hours, and click the Add button.
4. Return to the General tab and click the Done button.

The user's initials will now appear next to the task name in the Gantt Chart, indicating that the task has been assigned to them.

Assigning a Task from the Board Tab

1. Use the Board tab to assign tasks that are already assigned to users.
2. Search for the task assignment you want to assign to a user.
3. Click the pencil icon next to the task assignment to open the Edit Card.
4. In the Edit Card, click the "Assign to" field.
5. Select the user to whom you want to assign the task from the list of users.
6. Click the Save button to assign the task to the user.

The task is now assigned to the selected user.

Assigning a Task from the Resources Tab

1. Go to the Resources tab.
2. Click the New Assignment button.
3. In the New TT Task Assignment pop-up window, fill in the task assignment details.
   • Fields marked with a red asterisk are mandatory and must be filled in.
   • You can also fill in any optional fields as needed.
4. Once you've filled in all the necessary details, click the Save button to assign the task to the user.