Assigning tasks

You can assign tasks in a checklist to any user who has access to the checklist, that is, users and groups added to the access control list (ACL) for the matter that contains the checklist. For a public matter, any user who is added to the iManage Work Server that you're currently connected to can be assigned a task in the checklist.

Users who don't have access to the checklist are considered external users. They're allowed to view only their tasks and not the entire checklist. The following confirmation message is displayed when you try to assign tasks to external users.

Figure: External user confirmation

images/download/attachments/157573962/ExtrernalUser.png

NOTE:

If any changes are made to the matter ACL while you're accessing the checklist, a message is displayed informing you to refresh the checklist so that the latest changes are synced. Select images/download/thumbnails/157573962/RefreshTracker.png .

Any user with Read/Write access or Full access, can assign tasks to other users or to themselves using the following steps:

  1. Hover the mouse pointer over the Assignee column for the task and select images/download/thumbnails/157573962/AssignTask.png .

  2. In the search field, type one or more character of the user's or group's name.

  3. Select the desired user or group from the search results.
    The assignee column displays a thumbnail of the photo, if available, else the initials of the first name and last name are displayed within a circle. For groups, the images/download/thumbnails/157573962/GroupIcon.png icon is displayed and the name appears when users hover over the icon.

If the name of a group or user is too long to be displayed fully in the search result list, you can hover over the name. A tooltip displays the complete name so that you can confirm and select the correct name.

Figure: Tooltip for long names

images/download/attachments/157573962/LongGroupName.png

Changing/removing task assignee

Hover the mouse pointer over the Assignee column for the task, select the assignee, and:

  • To remove the assignee: Select or press Command+D (Mac) or Ctrl+D (Windows) or select images/download/thumbnails/157573962/RemoveAssignee.png adjacent to the user's or group's name.

  • To change the assignee: In the search field, type one or more letter of the required user's or group's name and select the desired option from the search results.