Assign Account to Task StateLast Updated: 12/03/2015 Introduced in Verision: 2.0
Each of a task’s states can have one or multiple accounts or groups assigned to it. When an account is assigned to a state, any notifications related to that state are sent to the account. If a group is assigned to a state, all group members receive notifications regarding the state.
By default, a state displays a Can Administrate link, indicating that the accounts or groups assigned to that state can also change the task’s state.
For example, if a user with the account email@example.com is assigned to the Tested state, when the task moves to the Tested state, firstname.lastname@example.org receives a notification. Because the Tested state also has the Can Administrate setting by default, the account email@example.com can change the state of the task from Tested to another state.
To add or remove assignments for a task state, on the task’s Details panel. click the Assignments tab.
In the example, we will:
- Create a task.
- View the assignments for the task’s states.
- Assign an account to a state.
- Re-assign an account to a state.
- Remove the Can Administrate setting from a state.
To begin, we navigate to a root folder and click the Add button. We select [Task Definition Name] (Quick).
We name the task and click OK.
We click the task name to view its details.
We click the Assignments tab.
A list of the task’s states display. By default, all states have the Can Administrate setting.
To add an account to a state, we click the Change button next to a state and select Change Assignment > Add to Account.
In the Select Entity pop-up, we select the account and click OK.
The account is assigned to the state.
To reassign, or replace the current assignment with the new one, we click the Change button and select Change Assignment > Re-Assign to Account.
The state is re-assigned to the account.
We can also assign multiple accounts to a state, as in the Planned state.
Finally, we could remove assignments from a state or folder permissions from a state.
To remove folder permissions from a state, we click the Change button next to a state that has a Can Administrate link. We select Change Assignment > Remove Assignment.
In the Remove Assigned To pop-up, we select the checkbox next to Folder Permissions and click Remove.
Accounts that are assigned to this state can no longer administrate the state, though these accounts will still receive notifications related to this state.
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