Assign activities on the Team tab

About this task

The Activities reporting category screen displays the activities for the current selection in My Groups in the left sidebar. You can assign one or more activities to a user, group, or queue.

To assign one or more activities:

Procedure

  1. Select the Team tab.
  2. Make a selection in the left sidebar. To view activities for all of your groups, select My Groups at the top.
  3. Select the Activities reporting category.
    PolicyCenter displays the activities for the current selection in the left sidebar. A drop-down list lets you choose to view Open, Overdue, and Completed activities. A check box appears to the left of each activity.
  4. Select one or more activities and click Assign.

    PolicyCenter displays the Assign Activities screen. You can do the assignment in one of the following ways:

    • Select from list – Select from a drop-down list. PolicyCenter lists the groups that the current user is in. The drop-down list also contains potential assignees based upon the users involved in the policy and other members of the groups associated with the user or the policy.
    • Find a user, group, or queue – Search for a user, group, or queue.
  5. Make a selection, and click Assign.