Automatically Assign using Global Tasks

This option is useful for companies that usually do not make specific assignments of projects and tasks to employees (i.e. mostly assign all tasks to all employees). When you create a new project, and no specific assignments are made to the project, all tasks designated as global are assigned to all employees for the project.

 

Using this option, when a new project is created, global tasks are automatically assigned for all employees. This option does not apply to projects created using the Project Planning tool.

To set a task to global:

  1. Select the Project Assignments view (Menu > Views tab > Employees & Projects > Project Assignments).

  2. Select the task from the task pane list on the right side of the view.

  3. Click the Properties button on the task list toolbar.

  4. Check the Global box if you want the selected task to be assigned to all new projects when no assignments are made. In other words, global tasks are only active when no other tasks have been manually assigned to the project.

 

Tip: You can automatically set all newly created tasks to global by using the new tasks default to global option in the Database Options view.