"Performers" section

Overview

The "Performers" section is a crucial component of task management that enables you to efficiently assign and manage performers for each task. Here’s what you can do: add performers, manage assignment types, adjust the number of performers, change responsibilities.

Overall, the "Performers" section streamlines the process of task assignment and management, helping you to optimize your team's productivity and ensure that all tasks have assignee.

Managing performers

Assigning a performer

1. Click on the "Unassigned" slot

2. Select a performer from the list of all suitable candidates

3. Click on the performer you want to assign

Changing a performer

1. Click on the user's slot

2. Select a performer from the list of all suitable candidates

3. Click on the performer you want to assign

Unassigning a performer

1. Click on the user's slot

2. Click on the "Unassigned" option in the list

Managing "Responsibility"

Adding new responsibility

1. Click "Add" button

2. Add title

3. Add the number of slots

4. Select assignment type

5. Configure specific assignment criterias (if you want)

6. Click "Save settings" button

Adding a slot to the "Responsibility"

1. Click on the "Add slot" button

Removing a slot from the "Responsibility"

1. Hover over the slot you want to delete

2. Click on the "X" button

If "Responsibility" has only one slot, then system forbids to delete a slot.

Deleting the "Responsibility"

1. Click on the 🗑️ button
2. Click "Delete" button to confirm

If task has only 1 "Responsibility", then system forbids to delete it.

QA

1. Can I assign the same user to multiple slots?

   No, a user can only be assigned to one slot.

2. What is the maximum number of users I can assign to one responsibility?

   You can assign a maximum of five users to a single responsibility.

3. Can I change the "Assignment Type" while the task is in progress?

   Yes, it's possible.

4. Can I assign users if task's assigment type is set to "Automatic" or "Self-assign"?

   Yes, it's possible.

5. Can "Responsibilities" have different "Assignment types"?

   Yes, it's possible.