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Editing Task Groups

Double-clicking an existing task group, or selecting a group and clicking the Edit button will open the group in the Edit Task Group dialog.

The General tab is where the task name and notes can be changed. It also displays a summary of the various element memberships of the group. The summary shows how many total of each element is a member of the group. It also shows (by the asterisked number in parenthesis) how many of those elements are "referenced" members.

Task group memberships can be changed on the various other element tabs in the Edit Task Group dialog. With the exception of the Tasks tab, assigned members are listed in the top list, and referenced members are listed in the bottom list. On the Tasks tab, only assigned tasks are displayed. Assigned members can be added and removed using the Add and Remove buttons. Referenced members can be promoted to assigned members using the Promote to Assigned button.

Referenced vs. Assigned Members

There are two types of members in task groups. First is an assigned member, meaning an administrator has explicitly added that element as a member of a task group. All tasks are assigned members, since they are the foundation of task groups. Other elements may be assigned on that element's associated tab.

The other member type is a referenced member. These members are not explicitly assigned, but are still considered members of the group because they are referenced by another member. For example, a task that has a source or destination that uses a specific host is said to "reference" that host. If that host is not an assigned member of a task group that task is a member of, it will be listed as a referenced member.

Referenced members cannot be explicitly added or removed from a task group, though they can be promoted to assigned members. Referenced members exist in order to provide read-only access to necessary task elements when using User Permissions. They are displayed as ghosted elements in the Referenced window on each element tab, except the Tasks tab.