When you create an activity one of the things you do is select activity assignees. As your project unfolds, there may be a need to change the assignees.
There are two ways to edit activity assignees:
- By inline editing in Activity Center, and
- In Activity details section, Assignees section.
Editing activity assignees in Activity Center
- While in the Activity Center, locate the activity whose assignees you want to edit.
- Make sure the Assignee column is visible.
- Click the Assignee column cell corresponding to the activity.
- To add a yet not existing user, click "Invite User".
- Fill in the required three fields, use "Additional options", if required, and click "Invite a user" when you are done.
Adding activity assignees in Activity details section
- While in Activity Center, hover the activity whose assignees you want to edit and click Details to open its details section.
- In Activity details section, go to section Assignees.
- To add one or more assignees, click the "Add assignee" button (). As you do, the counter is incremented by the corresponding number.
- Select an assignee(s) from the list of available users by clicking the appropriate checkbox(es) and click outside the box to save the changes.
Editing activity assignees in Activity details section
- While in Activity Center, hover the activity whose assignees you want to edit and click Details to open its details screen.
- In Activity details section, go to section Assignees.
- To edit the assignees, click the "Add assignee" button ().
- Make modifications by selecting the appropriate checkboxes, and click outside the box to save the changes. The counter of assignees is changed accordingly.
Work is done in Activity details section
To indicate who of the assignees have completed their portion of a task:
- While in Activity Center, hover the activity whose assignees you want to edit and click Details to open its details section.
- In Activity details section, go to section Assignees.
- Place the mouse pointer on the assignee you want to mark as done with work. As you do, a check mark () appears for the assignee.
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Click the mark. As you do, it changes color to green (), and the counter of assignees done with work is incremented by one. If you have marked an assignee done with work in error, click its green mark again. As a result, the counter will be decremented by one.
Using activity batch operations, it is possible to modify assignees in a group of activities at the same time.