Create a New Job Role and Assign to Tasks Create a New Job Role and Assign to Tasks

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Purpose

In this article we will show you how you can create a new job role and assign that job role to tasks.

Job roles are what assign a task to a person. A job role can be assigned to multiple tasks. This way if someone leaves the company or goes on vacation, you just have to change the job role. You don’t have to go in and change each task. 

  • Start typing in the Job Title you created. When it appears in the list click it to add it onto the task. The task will autosave so there is not a “save” button you need to click.

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