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Search Calendar (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE Calendar

Assign users to tasks

You can assign or reassign users to tasks individually, in bulk, or via import.
  1. Assigning Users Individually
  2. Open the
    Edit Properties
     screen.
  3. Select the users you want to assign in
    Assigned User
     or
    Overall Responsiblitlity
     drop-down menus.
  4. (Optional) To notify new users of their assignment, check the box under the user name.
  5. Select
    Save
    .
  6. Assigning Users in Bulk
  7. Go to the
    Due Dates
     tab.
  8. Select the due dates to assign to a user.
  9. Select
    Assign
    .
  10. Select the users you want to assign from the drop-down menus.
    note
    If you've selected due dates with multiple assigned users, the dropdown will show
    Multiple Values
    .
  11. (Optional) To notify new users of their assignment, check the box under the user name.
  12. Select
    Save
    .
  13. Assigning Users via Import
  14. Filter the due dates you want to update on the
    Due Dates
     tab.
  15. Select
    Import & Update
    , then
    Export for Update
     to obtain an Excel file.
  16. In the Excel file, update the
    Assigned to User Login
     or
    Overall Responsibility User Login
     fields.
  17. Save the import file.
  18. Select
    Import & Update
    , then
    Import
     to import the updated file.
  19. Check the
    Process Queue
     tab for import results.
    note
    Detailed instructions are available in the first tab of the Excel file.