Task Group

Task groups are similar to user groups, but they pertain only to the task system. Users may belong to multiple task groups. Supervisors may also be assigned to the task group; these are users who have access to additional task options, such as deleting tasks and changing task due dates.

To define a task group:

• Select Setup | Task Group to display the Task Group Setup window.

• Click Add and enter a task group ID and a description of the task group. In the User Access field, indicate whether this is a “random” task group (group tasks may only be selected by group users at random) or “full” task group (group tasks will be listed in the My Tasks module and can be specifically selected).

• Click OK to add the task group.

• Now you are ready to assign users to the group. Click the Users button to display the Task Group User Setup window.

• Click Add and enter a task group (the group being currently defined will default) and a user belonging to the group. Also indicate whether this is the user’s primary group. Users may belong to many groups, but only one can be designated as primary. If a task group is already flagged as primary for the user, the flag will be removed if another task group is subsequently flagged as primary. The primary group determines the user’s supervisor(s), and the task group under which they can manually add tasks.

• Click OK to add the user to the group. Note that you can also click Show All to display all users for each task group. Once all users are added, click Cancel to return to the Task Group Setup window.

• Assign supervisors to the task group, if applicable. This is similar to assigning users, only there is no Primary field.