How To Assign A Reviewer To Task:
There are 3 ways to assign reviewer for task
1. Manual Task Creation- You can also assign task to reviewer
2. Task Board - Action drop down
3. Bulk Import task from excel
lets take briefly information about assigning reviewer for particular task
1. From Manual Task you can also assign task to reviewer:
At the time of task creation you can also set the reviewer for particular task. You can select reviewer name from drop down as shown in screen shot:
2. From Task Board - Action drop down:
From Task Board submit task for review to a manager/partner. After assigning reviewer this task and further action can be performed through Review board.
You need to select at least one resource to review your task, this task will be shown in Review Board of the selected resource.
It will ask confirmation message for assigning reviewer to particular task.
After assigning reviewer to any task in Task Board it look as per highlighted part in screen shot below:
3. Bulk Import task from excel:
Through excel user you can import no of task along with reviewer. Excel file enter reviewer Email Id in Reviewer column, upload same file and import it as shown in below screen shot: