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Create and Manage Task Assignees

Mackenzie Nelson
Mackenzie Nelson
Updated

In this article

View, create, and manage users to assign tasks to (task assignees) as specific sites.

Open the Manage Assignee page: Task > Configuration > Manage Assignee.

Choose the site you want to view or manage assignees for.

yms_task_assignees_1.png

Create a Task Assignee

To create a task assignee,

  1. Click Add Assignee.

    yms_task_assignees_create_1.png

  2. Select the Assignee. The user must be added to the Users list in Admin Settings to be found here.

    yms_task_assignees_create_2.png

  3. Select the Task Types the user can be assigned.

    yms_task_assignees_create_3.png

  4. Select the Allowed Zones the user can be assigned tasks for.

    yms_task_assignees_create_4.png

  5. If you assign multiple Allowed Zones to the user, set the user's Primary Zone. Tasks in this zone will be prioritized for the user.

    yms_task_assignees_create_5.png

  6. Click SAVE.

    yms_task_assignees_create_6.png

  7. The user is visible in the Assignee list and can be assigned tasks in the platform.

    yms_task_assignee_create_7.png
 

Edit a Task Assignee

To edit information for a task assignee,

  1. Find the user Assignee list and click on their name.

    yms_task_assignee_edit_2.png

  2. This opens the user's details.

  3. Click EDIT.

    yms_task_assignee_edit_3.png

  4. Make edits.

  5. Click UPDATE.

    yms_task_assignee_edit_5.png
 

Delete a Task Assignee

Remove a user so they cannot be assigned tasks. To delete a task assignee,

  1. Find the user in the Assignee list.

  2. Click the Trash can button.

    yms_task_assignee_delete_2.png

  3. Click OKAY in the pop-up window.

    yms_task_assignee_delete_3.png

  4. The user is removed from the Assignee list and cannot be assigned tasks.

 
 

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