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project management software KnowledgeBase

Human Resources (Tab)

The Human Resources tab is where you assign a task to a user or users to complete.

It can be found by:
Clicking "Projects"
Click on a project name

Then Eitther:
Click on "Add Task"
Click on the "Edit Task" pencil icon to the right of any task
Click on a task name to open it and Click the "Edit Task" link.


Human Resources List: A list of the users that you can assign to the current task
By highlighting a user in the Human Resources list and clicking the " > " button you can assign all or a portion of the the current task to that user.

Assigned to Task: A list of users who the current task has been assigned to. 
By highlighting a user in the "Assigned to Task" list and clicking the " < " button you can remove that user assignment.

Additional E-mail comments: When "Notify Assignees of Task by E-mail" is checkmarked and you press the "Save" button for the task an e-mail is automatically generated and sent to all of the assignees of the current task. Enter any additional comments you would like to sent to the assignee(s) in the "Additional E-mail Comments" field.

Notify Assignees of Task by E-mail:  When check marked, once you press the "Save" button for the task an e-mail is automatically generated and sent to all of the assignees of the current task.
(Note: The user making the changes will not receive an e-mail.)
(Note: By default, this box is checked. This can be changed per user in the "User Admin" by clicking on a user then clicking " Edit Preferences".)




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