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Assigning users to tasks

One of the fundamental aspects of Hansoft Project Manager is the sharing of information, specifically the project plan. When you assign users to tasks, these tasks will immediately be visible to the assigned user  - and to the whole project team.

In the activity list, you can assign users to tasks and use the Portfolio allocations tool to see how that user is currently allocated, to avoid over- and under-allocation.

If you want help on adding users to the project go to the section on Allocating users to a project.

Assigning a user to a task

A quick way to assign one user to a task is to double click the field under the column Assigned to, or to select it in the Item Details window. The user you select will automatically be allocated 100% of the time in the project.

You can filter on different user groups, or find users by way of a free text search. This is very good for locating users in large teams.

 

Adding and removing multiple users

If you want to add or remove more users, or adjust the allocation of a user for a given task, open the "Add or remove users on selected activities" window. Do so by selecting the Add or remove users menu item in the main timeline activity list menu, by pressing Ctrl + R (Cmd + R) on the keyboard or by pressing the More.. button on the activity details window (to the right of the user drop-down).

Here you can add users to the selected activities by selecting a user from the drop-down list. You can also change the allocation of a user on a task by clicking the More and Less buttons, or by directly specifying allocation in the edit field.

Assigning a user to a task

Once you have assigned a user to a task, that task will appear under the To do list for that user.

 

When you assign a user to a task, it will also immediately appear in the "Project Schedule" for everyone to see:

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