Assigning Tasks via the Task Record

Once a Task Record is created, tasks can be assigned to individual users or to a group of users by role.

Assigning a Task to Individual Users

1. Navigate to the Task Record and select the Users tab.
2. Click the drop-down menu and select the user to assign to the task. Only system users (that is, individuals who are set up to log in to your instance of re:Members AMS) can be selected from this drop-down list--this can include staff and non-staff users.
3. Click the Assign to User button.

Assigning a Task to a Group of Users by Role

1. Navigate to the Task Record and select the Roles tab.
2. Click the drop-down menu and select the user role to assign the task.
3. Click Assign to Role as Team to track progress for the role as a team. With this selection, the progress each user makes counts toward completion for the entire group.
   Click Assign to Each User in Role to track separate progress for each individual in the role. With this selection, the progress each user makes counts only toward their own progress.