Refer to Adding tasks to your project for information on using the search field to filter the list of tasks.
If you’ll be assigning only one or two tasks to many team members, it’s more efficient to assign resources to tasks using the Tasks tab.
To assign resources:
A Task Resources dialog displays.
Refer to Allocating a resource to a task for more information on task allocations.
If you’ll be assigning many tasks to few team members, we recommend assigning tasks to resources via the Team tab.
To assign tasks:
A Manage Tasks for dialog displays.
All existing team members will automatically be assigned to any tasks you add. But, if you add a new team member after creating tasks, the new resource will not be automatically assigned any tasks.
Therefore, if you want all team members to be assigned all or most tasks for a project, you will save time by adding the project team first.
You don’t have to. All project team members can enter time and expenses against this ‘task’ by default, providing the the Allow Time Entry against Task Only check box isn’t enabled for the project.
Allocations are only available if you’re using RepliconPSM, RepliconPPM, Professional Services Automation, or Project Portfolio Management. When you assign a resource, you can choose what tasks they are allowed to work on. When you allocate a resource, you can choose when they work on any given task.
The Assign to Task functionality is only available when assigning tasks to a single employee. Use the Tasks tab if you want to assign a task to a department or to ‘All Users’.
Yes. You can assign resources at the project level. For more information, see Allocating a resource to a project.