We need them to be able to view the Task Updates page. To do this, check the Allow box (the leftmost one) for View Approvals under the Views section at the bottom of the list.

Now that they have the ability to view the Tasks Update page, we need to give them the ability to approve or reject task updates. To do this, click the name of the category that is assigned to the group, and a list of permissions will appear below it. From that list, they will need two permissions under the Project section, Accept Task Update Requests and Open Project. Check the Allow box next to both of these permissions.

One thing to check is if they are assigned to multiple categories, whether they are denied in any of these permissions in the other categories. If they are, remove those because even though they are allowed the permission somewhere else, the deny permission trumps it.

Once you have all these settings correctly set, click Save at the bottom of the page.

Posted By: Jason Stegner

To change the Assignment Owner on a task, follow these steps:

1. Make sure you are in the Gantt chart view.

2. RIGHT Click in the empty gray box, in the upper left corner of the Gantt table, where the column and row headers meet.

3. Choose “…Assignment Owner” from the list of available tables.

4. LEFT Click to select the table. You will see the columns in your table change.

5. Find the appropriate task row that you want to change and Double Click on any cell in that row. This will bring up the Task Information window.

6. On the Task Information window click the “Resources” tab.

7. In the “Assignment Owner” column use the dropdown menu to choose the new Assignment Owner. Your choices will be limited to those resources you recruited to this project team from the Global Resource Pool.

8. Click “OK”. The name will change in the “Assignment Owner” field in the project. from the Global Resource Pool.

Posted By: Rick Nobleman

On the Home page, in the “Reminders” section, under “Approvals” you can see if any tasks have been submitted for your approval. Click “Tasks Updates” on the Quick Launch bar on the left to begin the approval process.

You can view the updated tasks in either a List or Gantt view. To change between views, click “Settings” in the upper right area of the table. From the “Settings” drop down menu choose “View Options”.

The “View Options” section expands at the top of your page. Here you can toggle between the List and Gantt views. The List and Gantt views also offer different options for what you can see in each view.

In both the List and Gantt views, any text in Red indicates that you have not yet accepted or rejected that update yet. On the List view, text in Black indicates work performed on a task that you have already approved.

To view the details and history of updates on a task, from the “Tasks Updates” page click the hyperlink that is the task name. This will bring up the Task Details window. When finished reviewing the details click “OK” to return to the “Tasks Updates” page.

In the “Tasks Updates” page follow these steps to Accept or Reject updated tasks:
1.    Review the work submitted on each task. When finished reviewing, click the check box to the left of the task name.
2.    Click either “Accept” or “Reject” in the menu bar.

3.    After you click “Accept”, a confirmation window will appear. From here you can:
a.    Type in a comment to the resource (optional);
b.    Preview how accepting this task will affect the project schedule;
c.    Officially accept the update by clicking “Accept”.

Below is an example of what you might see when you choose to Preview how the updates will change the project. The tasks that are affected are hightlighted in green. When finished reviewing the Preview, click “Close” in the bottom right to return to the “Tasks Updates” page.

4.    After you click “Reject”, a confirmation window will appear. From here you can:
a.    Type in a comment to the resource (optional);
b.    Officially reject the update by clicking “Reject”.

After you Accept and/or Reject tasks, they will be removed from your “Tasks Update” page.

Posted By:Rick Nobleman

Create the list of team names

1. Click Server Settings in the Quick Launch menu.
2. Click Enterprise Custom Field Definition on the Server Settings page.
3. On the Custom Fields and Lookup Tables page, click New Lookup Table.
4. On the New Lookup Table page, type a name for the lookup table in the Name box. For example, you could type Help Desk.
5. In the Code Mask section, specify the numeric or alphabetic structure of each value in the lookup table.
6. In the Lookup Table section, type the team names in the table and then click the buttons on the toolbar to create a hierarchical relationship between the values.

Create a custom field that contains team names

1. On the Quick Launch, click Server Settings.
2. On the Server Settings page, click Enterprise Custom Field Definition.
3. On the Custom Fields and Lookup Tables page, edit the Team Name field by clicking the field name.
4. In the Custom Attributes section, select Lookup Table, and then click the name of the lookup table that you created in step 4 of “create the list of team names”.
5. In the Required section, select Yes or No to indicate if each user is required to have a team name or not.
6. Click Save.

Assign team members to a team

1. On the Quick Launch, click Resources.
2. In the table, select the resource who you want to make part of a team, and then click Edit Details.
3. In the Team Details section, create one of the two types of team members:
   • To create a team lead, click the Team Assignment Pool box and then select the team in the Team Name box. You can also browse for the name of the team by clicking Browse.
   • To create a regular team member, clear the Team Assignment Pool box and then select the team in the Team Name box.
4. Click Save. If you selected multiple resources, click Save/Next to change the information for the next resource.

Assign work to the team

Once you have set up the teams, assign all tasks initially to the team lead.

Team members who are not leads can now go to their My Work page, select Self-assign Team Tasks on the Actions menu, and then select those tasks that they want assigned to them.

The team lead can see on the My Work page all team tasks that have been assigned to him or her. Other team members can only see those tasks that they assigned to themselves.

Original article:  Here

Posted By: Robert Walden