Participants

Use the Participants tab to add participants to a task and edit participant accessibility.

The Participants tab is accessed from the Task/Action tab by adding a new task or action and clicking the Save button.

Fields on the Participants tab are:

Field Description
Task Template The template being used for this task.
Create By The user who created the task.
Task ID The task ID number.
Work Flow If the template selected for this task is a Work flow, you can reorganize the participants involved in the task by manipulating the up and down arrows.
User The user ID of the participants chosen to be involved in the task.
Subtasks Indicates if there are subtasks assigned to this user.
Screen 1, 2, 3, 4, and 5

Displays the level of authority the associated participant has on the associated custom screen.

  • Change—the participant has the ability to apply changes to the associated custom screen.

  • Display—the participant can only display the associated custom screen.

  • No Access—the participant has no access to the associated custom screen.
Multimedia

Displays the level of access the associated participant has to multimedia attachments on the selected task.

  • View All—allows the participant to view all added multimedia attachments.

  • Individual—allows the participant to view only multimedia attachments they have added to the task.

  • No Access—the participant has no access to any of the multimedia attachments.

Click a User to edit a user's authority.

Click the Need to add a user? Click here to add link to add a user/participant to a task.

Click Close to close the Participants tab and return to the Task Tracker screen.

Revision: 2026.01