There are two possible roles in the task:
- Initiator. By default, this is the person who created the task. The initiator can delete the task and change the assignee. The project owner has these rights as well.
- Assignee. The person who has to perform the task. It will be in his task list for the day, and he will receive reminders and emails about it.
In the list, table or any other view simply click on the circle to the right of the task
to pick the assignee from the drop-down list. If an assignee is already selected, you can click on them in the task bar and pick a different one. The assignee is not required for the task. However, the task will always have an initiator. You can change both via the task card. To do this:
- Open the Projects panel and select a project
- Find the task and click on it. The task card will open
- Change the initiator in the 'Initiator' field
- Change the assignee in the 'Assignee' field
You can pick an assignee in two clicks.
In any view, you can quickly change the assignee of a task. All you have to do is click on the circle to the right of the task (there may be a user photo there) and select an assignee.
The new task will be sent to the assignee and will appear on their personal dashboard.
- If enabled, SAU will send an email about the new task to the assignee and will periodically remind them about it.
- If enabled, SAU will send a push notification about the new task to the assignee and will periodically remind them about it.
- The task will be shown in the widgets on the assignee's personal dashboard.
- In all views, the assignee's photo and name will be displayed next to the task.
You cannot pick more than one assignee for a task.
When working on a task, the person assigned to it must understand what they are required to do and what they are responsible for. If several people are assigned to a task at once, they may do the same thing or, conversely, fail to complete an important part of the task.
If you want to assign more than one person for a task at a time, try to divide the task into several smaller parts that each person can understand. This will only increase the likelihood of the overall task being completed successfully!