Please note: you must have the "Edit Tasks Lists" permission to perform these actions.
You can use the bulk assign feature to quickly and easily assign tasks for the day.
In the Task Assignments module, you’ll see all lists with indicators showing which lists, categories, or tasks are assigned to users. Gray means no users are assigned, orange indicates partial assignment, and purple shows full assignment.
Manage mode lets you assign entire lists to users for that day, or get more specific by assigning individual tasks and categories.
Note: Assignments are made based on the day currently displayed in the task lists.
To assign users:
Desktop steps
Desktop steps
1. On the Tasks page, click the Assign icon.
2. This view highlights items that are currently assigned to users. To make new assignments click the "Manage" button.
3. Select the user(s) you wish to make assignments for.
4. Select the lists, or categories, or tasks you wish to assign to that user, then click "Assign".
5. The items will now appear as assigned, and the user(s) will receive a notification about their newly assigned tasks.
Mobile steps
Mobile steps
1. On the Tasks page, tap the Assign icon.
2. This view highlights items that are currently assigned to users. To make new assignments tap the "Manage" button.
3. Select the user(s) you wish to make assignments for.
4. Select the lists, or categories, or tasks you wish to assign to that user, then tap "Assign".
5. The items will now appear as assigned, and the user(s) will receive a notification about their newly assigned tasks.
