It's important to know which team member is working on the different tasks assigned to the transaction. You can filter the list of users to get a better view of who is responsible for what.
Step 1:
Open one of your transactions and click the Tasks tab.
Pro Tip!
This can also be done at the template level by going to the hammer icon and clicking Templates. Find and select Task Templates from the list.
Step 2:
Find the task you want to assign the role to and click the drop-down to open the Task Options. You will see another drop-down next to Roles and select one or more roles that you want to assign a task. This will automatically add the assigned user to the task.
Filtering Tasks by Users Inside the Transaction
Step 1:
Open one of your transactions and select the Tasks tab.
Step 2:
From the filter bar, click the person icon and choose a user to see all the tasks assigned to that person.
To remove the filtered user, click the X next to the user's name in the gray box under the bullet point button.
