New Task Assignment from Resources tab : PK4 Tech

How do I assign a Task to the user from the Resources tab? Print

Created by: Geetha Lakshmi

Modified on: Mon, 4 Jul, 2022 at 4:47 PM

To assign a new Task from the Resources tab,

Click the + New Assignment but that is on the left-hand side of the Resources screen
You see a Salesforce Task Assignment pop up,
Enter the details as
Description,
Status,
Select Project,
Select user for assignment from user assigned field,
Task Assigned,
Assigned Start and Assigned End Date,
Assigned by
Hours Assigned in the "System Calculations" section
Save it.

Now a new Task assignment is created and assigned to the user that you selected in the user-assigned field.

Geetha is the author of this solution article.

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How do I assign a Task to the user from the Resources tab? Print