Changing task assignees

As a project manager, you can change the workflow roles or the users to whom task steps are assigned, so that the appropriate users can start working on tasks as soon as they reach the appropriate steps. In general, only the users who belong both to the locale of the task and to the workgroup of the project type are displayed.

Procedure

  1. In WorldServer, go to the Projects page.
  2. On the Projects page, do one of the following:
    • On the WorldServer 11 interface, expand the project group that contains the appropriate project, and then select the target locale of the project.
    • On the Classic interface, click the name of the project corresponding to the appropriate target locale.

    The tasks of the project are displayed on the Tasks page.

  3. Select the check box corresponding to the task whose assignees you want to change.
  4. Do one of the following:
    • On the WorldServer 11 interface, select Task Options > Change Assignees.
    • On the Classic interface, select More Options > Change Assignees.
  5. In the Change Task Assignees dialog box, in the For Workflow Step list, select the workflow step for which to change assignees.
  6. Under Assign to (on the WorldServer 11 interface) or Change Assignees To (on the Classic interface), change the workflow roles or the users to whom the workflow step is assigned by selecting the check boxes next to their names.
  7. Optional: On the WorldServer 11 interface, you can also:
    • Maximize or minimize the Change Task Assignees dialog box by selecting Full Screen The Full Screen button in the Change Task Assignees dialog box. or Exit Full Screen The Exit Full Screen button in the Change Task Assignees dialog box..
    • Search for users or workflow roles by selecting the appropriate tab (Users or Roles), typing a name or a part of a name in the Name box and pressing Enter.
    • Filter users by their workflow role by selecting Filter rolesThe Filter roles button in the Change Task Assignees dialog box., choosing the appropriate role, and selecting OK.
    • Clear all the selected users by selecting Deselect All.
    • Use pagination to navigate faster.
    • Refresh all the available users or workflow roles by selecting Reload.
    • Select how many records you want to see on one page in the Show list.
    On the the WorldServer 11 interface, in the Users and Roles panes, current users and workflow roles are displayed in blue, whereas newly added users and workflow roles are displayed in green.
  8. Select OK.