Assign work to resources/team members

The project and resource managers are responsible for assigning tasks to resources.

Here is how to assign tasks and issues to a resource:

Using the Card Wall

  1. Open Projects App
  2. Click on project name
  3. Select Manage
  4. Open Project Plan by clicking on Plans link, then project plan name. If you do not have a Project Plan, click the New button to create one, and select the Card Wall option, otherwise continue to next step.
  5. Select +Add a Card and input the Task name
  6. Click on the Pencil icon to assign the responsible team member, to edit properties and to update
  7. Drag and drop the card to the appropriate card column as needed

*Only one resource can be assigned the task (cannot assign to multiple people). People can log time against the task even if it is not assigned to them.

Using the Waterfall Project Plan

  1. Open Projects App
  2. Click on project name
  3. Select Manage
  4. Open Project Plan by clicking on Plans link, then project plan name. If you do not have a Project Plan, click the New button to create one, and select the Waterfall option, otherwise continue to next step.
  5. Drag the resource from the Resources pane onto the task row within the Resources column

*Tasks can be assigned to more than one team member at a time.

Using a Project Plan outside of TD

If you are managing the using a project plan outside of TeamDynamix, tasks can only be assigned within TD by creating an issue. Assigning tasks within TD is optional.

 

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