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Assigning a Task to a Team

A Task can be assigned to both Private teams and Public teams.

To assign a Task to a Team:

  1. On the main menu, go to Planning > Planning.

    main_menu.png
  2. Click New Task.

    Assigning_a_Task_to_a_Team_2.png

    Create a new Task dialog appears.

    Assigning_a_Task_2.png
  3. Select a Template from the list of Templates as shown below.

    Assigning_a_Task_to_a_Team_3.png
  4. [Optional] Select the required Template version from the Target version dropdown. By default, the latest available version is selected.

    TargetVersion.png

    The unavailable versions of the Template are disabled and cannot be selected.

  5. Click Go to Details.

    Assigning_a_Task_to_a_Team_4.png
  6. Select the Team from the list.

    The Assignee can also be a Member or a Task Queue.

    Assigning_a_Task_to_a_Team_5.png

    Note

    Orange Teams are Public. Blue Teams are Private.

  7. Select one or more Team members from the dropdown list.

    2023-09-14_15-13-40.png

    Note

    Whenever you select a Team, the Team Members associated with that Team will be selected by default.

  8. [Optional] Select a Release Package version from the dropdown list.

    Release packages have Reference Manual versions defined as rules. Choosing a specific Release Package version while Assigning a Task places an execution constraint that ensures that a particular Reference Manual version is used.

    2023-09-14_15-17-30.png

    When the Release Package is selected, the Template version to be used is automatically selected based on the Manual linked. If the selected Template version is unavailable, the latest active version from the available versions is selected.

    Note

    The Release Package selection overrides the Template Target version selected in the Template section mentioned in step 4.

  9. [Optional] Click Extra to fill in the Starting point.

    The Starting point shows the pin on the map for GPS purposes.

    2023-09-14_15-19-17.png
  10. Click Create and Assign Task.

    Assigning_a_Task_6.png

    Warning

    If all the versions of the selected Template are unavailable, the Create and Assign Task button is greyed out.

    The Assignment is created and assigned to the selected Team.