To assign a task to a specific person, click on the task card on the image or alternatively on Select resource… and select a resource from the dropdown menu. You can also search for a specific resource via the search field. Click on the address book icon to open the global address book and select a resource from there.
If you want to assign the task to another person, you can simply click on the image or resource name again and select the new resource from the list. To remove a resource, click Remove resource at the bottom of the resource list.
Tip You can filter the resources in the global address book by specific skills, e.g. when the task can only be completed by someone with English language skills. Please go to the chapter Skills to learn how to assign specific skills to a resource.
Warning The division and team functionality is only available in InLoox 9 Enterprise Server or in InLoox now! Enterprise.
If you are able to choose from a multitude of resources the divisions and teams view helps you to keep a better overview.
If you want to assign a task to a resource from a specific division, please follow these steps:
Besides the divisions that the InLoox Administrator sets for the entire project platform, you can create your own teams in InLoox and track their workload. The team functionality helps you to put resources together across divisions.
Please follow these steps to create a team in InLoox:
Note The new team is now available in each of your InLoox projects, but it is not available system-wide – meaning that your colleagues won’t be able to use the team. Every user can create his or her own teams.