Manage Team Members

You can add or remove a team member from the Task Management pane when you are in Month View or Day View:

  1. Select the Action Views tab.
  2. Select the Action View Template associated with the Task Management component you want to view.
  3. Click View Tasks for the document you want to view the tasks for.
  4. Click Drop Downon the Task Management pane.
  5. Click Edit Team Members to Add/Remove People.
  6. Select the person you want to move. When you are adding new team members use the search box if required.
  7. Click Add User to move the selected person to the team. Use the Shift key to select multiple people.
  8. Click Remove User to remove the selected person from the team. Use the Shift key to select multiple people.
  9. Click Save Changes.

The Lock icon Icon indicates that the team member cannot be moved. The default team structure selected during the configuration of the Task Management component will determine which team members will be locked in the Selected People list. For more information see Configuring the Task Management Component.