Adding roles and members to tasks
When you create a project, the workflow automatically includes member and reviewer roles for all tasks if the template you selected provides this information. However, you can edit workflow tasks to assign different roles.
1.
Navigate to the Workflow tab of your project.
2.
Click Edit (Page with pencil).
3.
To select or change the member roles, click in the Member Role cell for the task you want to change.
4.
Click the turndown icon (Down arrow image) to view the list of available roles.
5.
Click to select one role, or Ctrl+click to select more roles to assign to this task.
6.
To select or change specific members, click in the Member cell for the task you want to change.
7.
Click the turndown icon to view the list of available members.
8.
Save your work.
If you have the View people tab and Edit team members and roles permissions, then you can select any users or roles, even if they were not previously included on the People tab. When you add a user to the project workflow, the system adds the user to the People tab automatically.
*
For approval tasks, the Reviewer and Reviewer Role cells cannot be edited directly on the workflow spreadsheet. You select reviewers and reviewer roles when you start an approval process. For more information, see To start an approval process from view mode.
About roles, people, and approval tasks
Example ordering of reviewers for an approval task
About My Tasks
Copyright IBM Corporation 2014. All Rights Reserved.