Create Task Manager Users

Task Manager works best when your team uses it together. You can see the projects and tasks assigned to each other, track responsibilities, and automatically assign specific tasks to certain team members. You'll first need to add your team members to get started.

Add team members

  1. Go to Partner Center > Tasks > Users
  2. Click Create user
  3. Enter their First name, Last name, and Email
  4. Optional – Set whether or not they should receive a welcome email
    • Welcome emails contain login information and an introduction to Task Manager
  5. Optional – Make the user a manager
    • Managers can delete, bulk reassign tasks, and manage Task Manager groups

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