Task assignment in Heritage Process Portal: Frequently asked questions
Answers to a set of frequently asked questions about task assignment and reassignment.
Which tasks do I have access to?
- Tasks that are assigned directly to you.
- Your claimed tasks.
- Unclaimed tasks that are assigned to teams that you belong to.
- Tasks for which you are an expert.
- Tasks that you are collaborating on (deprecated).
Who can I reassign my task to?
If you claim a task by mistake, you can reassign the task back to your team or you can reassign it to another team member. To reassign the task back to the team, select Reassign Back to Team from the actions list for the task. To reassign the task back to the team or to another team member, select Modify Task from the actions list for the task.
If you do not see any users when you are reassigning tasks, contact your system administrator. There could be too many users in the group that is eligible for the task.
When I enter a name, I get too many users back. How do I find the exact person that I am looking for?
For example, you entered ben as the user name, but the list of names contains all the users whose user names or display names include 'ben' anywhere within them, for example, benjamin, adminben, sam benwell. To limit this list of names to exactly who you are looking for, enclose the name you enter in quotation marks. For example, to reassign the task to ben, enter "ben".Why is the Reassign back to team choice not available for my task?
This behavior occurs when the task was assigned only to you and not to one of the teams that you belong to. You can, however, assign the task to another user by selecting Modify Task from the actions list for the task.
I received an email notification of a task assignment. When I clicked the link, I got a Server not found error. What should I do?
This error indicates that email notifications are not set up correctly for your Heritage Process Portal environment. Contact your system administrator.