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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. Click Go to Details.

    Assigning_a_Task_to_a_Team_4.png
  5. 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.

  6. 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.

  7. [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 selected too.

  8. [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
  9. Click Create and Assign Task.

    Assigning_a_Task_6.png

    The Assignment is created and assigned to the selected Team.