New task assignment

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New task assignment

When a system creates a new task from a sample task, it assigns the right workers to be in charge of the task. The method of assignment varies depending on whether the task is a project task or a business area.

Assigning a Task to a Project Team Member

In a project, tasks do not usually arise automatically, but are created by the project manager as part of the job planning and assignment.

The project task should have a specification of what qualifications the staff should have for each team role for the task. Qualifications are set on the qualifications tab in the task detail. In creating a task, project team workers who have the qualifications are assigned to the team for the respective team roles.

If there is no worker with the necessary qualifications in the project, the team role will remain vacant. If it is not possible to fill even the position of the worker responsible for the task, the task is assigned to the worker who creates the task.

If there are more people with the same qualifications in the project team, the task is assigned to the one who is designated in the project team as the leader (and has the given qualifications), or to the one who has been in the team the longest.

Note: For project teams, the responsible role setting is not used.

Assigning a Task to a Business Area

A task, especially if it arises automatically, must be assigned to the person who is to be assigned to it for processing. Therefore, a task has a responsible role to which the task is assigned.

How does the assignment work?

  • If only 1 worker has a role assigned, the task is assigned to him
  • If multiple people have a role:
  • If he/she has a leader role, the leader gets the task
  • If he/she does not have a leader role, the task gets the first in the group
  • If there is no role specified, or if no one has been assigned, the task is not created!

Note: Business area tasks do not yet use the qualifications for project roles. A business area task is assigned to only one person, the team is not created for him/her.

Tasks can arise in several instances

When a task is created, a whole task hierarchy can arise. If the pattern has subordinate additional patterns (on the Subtask Patterns ) tab page), when a new task is created, tasks are created directly for each subordinate pattern as well. The same rules apply to the creation of each subtask as for the main task, and the subtasks are subordinate to the task in the same structure as the model task with the subordinate patterns.

If the task is created automatically based on events, the task is created for each business area or project that has a methodology with a task pattern attached. A single event can therefore give rise to several identical tasks in different areas.