Automatic assign using global tasks

 

Tasks can be set to Global in the Tasks view. When a new project is created, Global tasks are automatically assigned for all employees. For projects that only use Global tasks, you do not need to use the Assignments view.

 

 

To set Global tasks:

 

1.     Select View, Projects, Tasks from the menu (or click the Tasks button image\task.jpg on the side shortcut bar).

2.     Select a task from the list.

3.     Check the Global box if you want the selected task to be assigned to all new projects when no assignments are made. In other words, global tasks are only active when no other tasks have been manually assigned to the project.