Contextual Help - Multiple Task Assignment Tab (Edit User Information)
The Multiple Task Assignment tab lets you assign or un-assign several tasks for one user in two steps. This is a great time saver since you don't need to open each task individually to assign the user

This tab has
4 parts: the title bar, the navigation tabs, the Step 1 and Step 2 tabs
  • The title bar tells you where you are in AceProject. At the end of the title bar you will find a link to contextual help.  
  • The Navigation Tabs lets you browse through the basic user information and the user's assigned projects and tasks.
  • The Step 1 of 2 tab lets you select a project to choose the tasks from.
    • The drop-down list displays all incomplete projects to which the user is assigned.
    • Click "Go to Step 2".
    • Click "Back" to return to the "Username" tab.
  • The Step 2 of 2 tab displays all incomplete tasks for the selected project, by default.
    • The "Quick Action" drop-down list lets you filter which tasks are available for assignment/un-assignment. The filter lets you view either "Incomplete" tasks, "Completed" tasks or both.
    • Simply check or uncheck the Assigned or Reviewer boxes next to the task you want to assign/un-assign the user to.
    • The already assigned/reviewer tasks are checked.
    • An email notification can be sent to the user in order to notify him/her of the assignment or un-assignment. If you prefer not to notify the user instead, simply check the "Do not send email notification" box.
    • Click the "Update" button to assign the user or "Back" to return to step 1 and choose another project.

Why can't I see all tasks in the list?
You can filter which tasks are displayed by choosing either "Show Incomplete Tasks Only", "Show Completed Tasks Only" or "Show All Tasks" in the "Quick Action" drop-down, on step 2.

What should I do on this page?
First choose a project, then go to Step 2. On Step 2, use the checkboxes to assign/un-assign a user, then click the "Update" button to complete the process. You can always come back to this window and add/remove assignment if you make a mistake.

 


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