Assignments In this menu you can distribute the previously added tasks among the registered users. A task can be assigned to more than one user regardless their project or group membership. Assign users to the task Managing assignments Close the completed tasks Customize the task assignment list Add new projects Add new tasks to the projects Distribute the tasks Modify projects and tasks Moving projects and tasks Search and filter tasks Assign users to the task Select the task from the project structure that you would like to distribute (no project, only task can be assigned to users). In the list on the right you can see the users already assigned to the selected task. Click on the "Edit task assignment" icon either over the list () or at the end of one of the assignment lines (). If you click on an item in the assigned user list then you can revise the other tasks of the selected user. (It will navigate you to the User, user groups/Task assignments menu.) Managing assignments If you click on an item in the assigned user list then you can revise the other tasks of the selected user. (It will navigate you to the User, user groups/Task assignments menu.) Click on the "Edit task assignment" icon () at the end of the lines to make changes on the selected task assignment. Click on the "Assignment history" icon () to review the different phases of the assignment including the user who performed each modification. Close the completed tasks You can close more than one task assignment at a time by ticking the the task lines and clicking on the "Close selected" garbage bin icon (). After closing a task assignment no user can select them, it disappears from their task lists and no work time can be registered on them afterwards. However the task itself will remain in the project hierarchy and it can be distributed to the users again. Customize the task assignment list With the filter icon () on the top right of the assignment list or with the search field you can hide or show its elements according to several criteria. You can filter for the type of assignment, for tasks with deadlines, estimated time or for the expired tasks. With the General/Details link over the assignment list you can change the type of information showed in the list. Add new projects In accordance with your privileges you can add new projects and subprojects to the selected node in project hierarchy with the "New project/Customer" icon (). Filling the new project pop-up window you can enter the name, the priority, its description, the planned phase and the estimated time with the costs of the new project. You can also delegate the members and the leader of the project. Add new tasks to the projects You can add new tasks by clicking on the "New task" icon (). In the new task pop-up you can choose between simple and detailed view by clicking on the links at the top. Enter the name, priority and the description and optionally you can set its phase, the estimated time and cost. You can label the new task with a category if you have already created one. You can decide from which applications the new task should be available from. In the advanced view (the link where all fields are visible) you can configure more optional task settings. Distribute the tasks When creating new task you can assign them to users, user groups or roles at the same time in the "Assignment" section at the bottom of the pop-up. When you assign the task to users you have to enter the time when the user can work on the task, together with its estimated time either in total or in daily averages for the planned phase. (Each assignment has to be set up and saved individually in the different rows.) Modify projects and tasks By selecting a task or project and then clicking on the "Edit" icon () you can see and modify its basic data. Click on the "Modification history" () on the right to review the changes users made on the task. Click on the trash bin icon () above the project hierarchy to close the selected task or project. Moving projects and tasks With the "Mass move" icon () you can move multiple projects or tasks at the same time within the tree structure. In the pop-up first select the projects/tasks that you want to move and then choose the destination project under which you move the selected projects or tasks. You can also move multiple projects or tasks with drag-and-drop to another level in the hierarchy. Search and filter tasks You can use the search field above the hierarchy to find a project or a task by its name. With the filter icon () on the right you can customize the project structure with several filter criteria.