Assigning Tasks to Team Members

Overview
Proper assignment ensures accountability—here’s how to link tasks to the right people.

Steps

1. In the Add/Edit Task form, locate the Assigned To dropdown.

2. Click the dropdown and type a name to filter, or scroll to find users.

3. Click each name you want, then click the Add button next to the field.

4. You can assign multiple users; each will see the task in My Tasks.

5. Click Save to finalize.

Tips & Best Practices

• Assign a single “owner” and add watchers via comments rather than multiple assignees.

• Use consistent naming (e.g., first‑last) to avoid duplicate selections.

• Review assignments weekly using My Tasks to ensure balanced workloads.

Troubleshooting / FAQs

• User not found in dropdown: Confirm they’re an active user with “View Tasks” permission.

• Cannot click Add: Make sure you typed or selected a name before hitting Add.

• Assignment not saved: Try editing the task again; check for form validation errors.