Task Assignment
Various stakeholders may be involved in performing the task. These stakeholders may be predefined by the Project Template already or within the Task Planning tab of the given Project Phase. In any case, they can still be edited on task level at any time.
| Team Leader | Is determined by the selected team using a filtered picklist. In status Planning, the Team Leader is responsible to select an Assignee (if not defined yet). Once this is done, he can send the task to the given assignee using the workflow transition 'Assign Task'. |
| Assignee | The assignee can be selected amongst the given team’s members and is responsible to confirm and perform the task. While in status 'In Work', the assignee can report out on the progress of the task using the given Workflow Actions menu. The selected user can upload outcomes to the Attachments tab, provide actual efforts information and also relate other records by using the given tabs. Once the work is done, the assignee can complete the task or send it to review (if a Reviewer has been defined in the task details) |
| Additional Assignees | Any further user can be added as additional assignee. These users will be granted the same permission as the Assignee. |
| Reviewer | An optional user can be set in here to enforce the review for task completion. |
All stakeholders will be notified by mail about their involvement. They will also find the given task in their 'My Outstanding Work' list while they are responsible for the given task.
The system uses filtered picklists to select the Team, Team Leader and Assignee for ease of use:
- Once the Team is selected, the system will determine the matching Team Leader automatically and filter the list of Assignees for the members of the selected Team
- If a user instead selects the Assignee directly, the system will automatically determine the matching Team and Team Leader
Additional Assignees and Reviewer are not being filtered and enable to select any user.