You can assign a task by choosing the applicable task for the user and by filling out the user search section.
Begin by selecting a task from the drop down menu.
You begin the assignment by entering the user search criteria.
| • | Last Name, First Name: Enter the name of the individual you are searching for. |
| • | Email: If you know the individual's email, you may enter it here. |
| • | City, State: The geographic location may help narrow the list of individuals you are searching through. |
| • | ZIP: Address related information. |
| • | Company User ID: If you know the individual's User ID, you may enter it here. |
After you finish entering the criteria, click Search Profiles. From the list generated you will be able to select a user. If you leave all the fields empty and click Search Profiles then all users will be displayed in a list format.
Locate the desired user and click the Assign to User button next to the user you would like to assign to.
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Once you click assign to user a confirm assignment of task to user is displayed. This is simply to confirm the name and email address of the person you picked.
The Message field provides a way of conveying an additional message to the assignee. This field is not required.
The available buttons for this screen are as follows:
| • | Confirm: Completes the assignment and assigns the user to the task. |
| • | Back to Search: This button brings you back to the list of users where you can remake your selection. |
| • | Back to Demand: When this button is clicked you go back to the current demand. |
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Assign Demand to User
Assign Demand to Business Unit
Assign Task to Business Unit
Take Ownership
User Search