How to assign a resource as "lead" on a task

[Christina]

I'm sure this is something that many people have encountered. We have many
situations where multiple resources are assigned to a specific task, with the
expectation that these task owners will collaborate to complete the task.
However, I have found that either the task doesn't get done on time because
the resources don't know who should be "coordinating" the work. Or, one
resource does all of the work without involving the other resources (which of
course creates problems).

Now, aside from the obvious training issue, I was hoping to help the
learning curve by designating a Task Lead in these situations. But I am not
sure how to do it. I saw a column in PWA for LEad and was hoping this would
be possible. But further reading told me this was for delegated tasks.

Is there another way to do this?

Thanks!
Christina

 

[DavidC]

Hi,

If all you want to do is to filter out tasks with a specific lead, then you
could assign one of the resource custom text fields to hold the lead person's
name against each task. Then simply filter on that custom field. Apply that
filter to the "Who does what when" standard report.

Hope this helps you.

Regards

DavidC

 

[Christina]

Thanks, David. That helped!

Hi,

If all you want to do is to filter out tasks with a specific lead, then you
could assign one of the resource custom text fields to hold the lead person's
name against each task. Then simply filter on that custom field. Apply that
filter to the "Who does what when" standard report.

Hope this helps you.

Regards

DavidC