Assign a Process Task to an Organisation
Assign each Task in the Process (or Sub-process) to the organisation responsible for completing the Task.
For any Task not assigned to an organisation, take the steps on this page.
- Confirm you're working in the correct project and select .
In the Ref column, select the number
for the Project Process.
The Tree view displays the Project Process with its compilation of Tasks nested underneath.
Select the Task.
The Task details appear in the right pane.
(Optional) In the Package field, select the
Package to which the Process Task belongs for this Project.
If an organisation is already assigned to the Package you selected, the Issued to Organisation field updates automatically. If more than one organisation is associated with the Package, you can opt to change it.
- Edit the Issued to Organisation field accordingly.
- Click Save.