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Task Assignment
In Beeye, assigning and reassigning tasks to different resources can be done manually or automatically, offering flexibility and efficiency in activity management. Here's how to do it in each case:
Manual Assignment
From the Tasks Page:
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Use filters to identify the tasks you want to assign or reassign.
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Select the tasks by checking their boxes.
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Click the “Owner” button in the action bar and choose the name of the resource.
From the Project Sheet:
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Go to the “Tasks” tab of the relevant project.
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Change the owner for each task using the owner button.
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Select the resource’s name from the right-side panel.
In Automatic Mode
When creating projects from templates, task owners can be automatically assigned through predefined settings in the Team section of the template tasks. You can define the presource in charge based on specific criteria (for example, the person in charge of other tasks or in reference to specific fields of the project or client).
Key Points to Remember
- Flexibility: Beeye offers great flexibility in managing task responsibilities, allowing for quick adjustments based on project needs and resource availability.
- Automation: The template feature simplifies task assignment when launching new projects, ensuring efficient work distribution from the start.
- Monitoring: After assignment or reassignment, it is important to communicate the changes to the concerned resources and to monitor the progress of tasks to ensure deadlines are met.