Key takeaways

  • Inline Editing for Quick Assignments: Easily assign tasks by typing a name and selecting from a list, with type-ahead functionality for faster selection. ​
  • Bulk Editing for Efficiency: Assign multiple tasks to the same person by selecting tasks, using bulk edit, and choosing the name from the list. ​
  • Job Roles for Streamlined Assignments: Use job roles to facilitate task assignments, especially with project templates. ​ Job roles are recorded separately for resource management and capacity planning. ​
  • Team Assignments for Collaboration: Assign tasks to teams by selecting the team name, visible with a team icon. ​ Team members can self-assign tasks or team leads can reassign them, while retaining the team name for reporting. ​
  • Resource Management Integration: Job roles and team assignments support resource capacity and availability calculations, enhancing project planning and execution. ​
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