Who is this article for?

Please Review users managing distribution lists.

Workgroup Authors have permissions to move participants.

Taskgroups are designed to allow users from multiple Workgroups to participate in the same review. This article will show you how to move participants to taskgroups/workgroups in Please Review. However, it won't show you how to create a new review, for more information on this topic please see Further Reading.

1. Moving Participants to Taskgroups/Workgroups
2. Taskgroups and Delegation
3. Further Reading

1. Moving Participants to Taskgroups/Workgroups

You are only able to add participants to a review if they are in the Workgroup in which the review is based.

1. Select 'new review' and follow the review creation steps.
2. When you reach 'specify participants', select 'Move to Taskgroup'.
3. A pop-up window should appear which will allow you to move the review into a workgroup or taskgroup.
4. Select 'OK' once you've inputted taskgroup/workgroup details.

Taskgroups are designed to be a self-maintaining temporary environment for cross Workgroup collaboration.

Taskgroups are automatically deleted if there are no reviews in them and you will be automatically removed from their membership if you are not in a review in that Taskgroup.

• The review can be moved to an existing Workgroup or Taskgroup of which you are already a member.
• Only Workgroups are listed where you have the role of Author.
• The review can be moved to a new Taskgroup which you create instantly.
• The review can be moved to an existing Taskgroup of which you are not a member (but the system will automatically add you).
• If moving a review to a new Workgroup, all review participants must be a member of this new Workgroup, if not they will be removed from the review.

2. Taskgroups and Delegation

Delegation is not designed to work with Taskgroups. If a review participant wishes to delegate their role in a review that is in a Taskgroup, they will only have the option of selecting existing members of the Taskgroup that are not already included in the review. It will not be possible to add users to the Taskgroup in this instance.

3. Further Reading

• How to Create a New Review