Assigning a Task
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Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
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Availability: Free, Team, Business, Enterprise, Pinnacle. ; Unavailability: ; |
All users (except Collaborators, Contributors, and Viewers) on all account types can assign tasks. You can assign tasks to teammates when creating a task and any time later on.
You can assign tasks to any member of your team from Item view:
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Navigate to a folder, project, or space where the task is located and select it from the list. If you're creating a task, the task will open as an overlay in the Item view.
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Click the Assignee button at the task panel.
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Select a person to assign a task to from the list. If you don’t see the right person, start typing their name in the search bar and select them from the search results.
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You can add multiple names for additional assignees.
All task assignees will receive a notification to their Inbox. Also, the task is shared with assignees automatically.
Note
External users can only assign tasks to people with whom these tasks are shared already or to themselves.
It's possible to add or change assignees from Table view. You can do it one by one or assign a bulk of tasks to the same users using mass actions.
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Navigate to a folder, project, or space where the task is located.
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Switch to Table view 1.
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Make sure that you see the Assignee column 2.
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Double-click the cell in the Assignee column next to the task’s title and select assignees for the task.
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When you're done click anywhere outside the field.
To mass assign tasks:
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Select a cell with the person you want to assign tasks to.
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Drag the green circle in the right corner of the cell down the column.
Click here for more information about how mass editing works in Table view.
To unassign a task from the individual users:
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Open the task in the Item view.
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Hover over the assignee avatar on the task panel.
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Click X.
To manage custom fields for the selected project/folder/project-type item utilize the 'Fields' section in the New Table view. It allows you to search, enable/disable, and create new custom fields.
Note
Users in the Enterprise Pinnacle subscription accounts can use Locked spaces for assigning to Space members only.