Manually Assigning Users to Tasks

Manually Assigning Users to Tasks

When tasks are raised using the RiskBase application, they can be assigned to certain teams or individual users on admin.

RiskBase allows users to automate this process by assigning task categories to teams, but assigning tasks can also be done manually.

Manually assigning users to a task:

1. Sign in to admin.riskbase.uk.

2. Find an organisation in the explorer.

3. Right click on it and select Tasks.

4. Use the filter to find a task.

5. Double click on it and all information about the task will appear below.

6. Scroll down to the bottom and click Add Teams and People.

7. Choose from all teams and users from the drop down menu.

8. Click Assign.

9. Click Save Task.

Removing users from a task:

1. Double-click on a task.

2. Scroll down to the Teams Manually Assigned section.

3. Double-click on the team or person already assigned and click Remove.

4. Click Save Task.