Assigning a Task

Assigning a Task

Assigning tasks to a team or team member holds them accountable for that specific task. Tasks can be assigned to a team or to an individual team member. A task can also be reassigned after it has been created.

PRO TIP: When creating a task, the task will automatically be assigned to the person who created the task. Tasks that are labeled as “Not Assigned” are the responsibility of the entire team.

To assign a new task:

1. Click “Tasks” under the Team Hub menu.

2. If applicable, click the team or location where you would like to create a task.

3. Click “+Add New.”

4. Name of the task.

5. Click “Assigned To” and select the team member you would like to assign the task to. If you want to assign the task to the entire team or location, select “Not Assigned.”

6. Provide any specific details about the tasks in the “Notes” text box then click save.

To reassign an existing task:

1. Click “Tasks” under the Team Hub menu.

2. If applicable, click the team or location where you would like to assign the task.

3. Click the task you would like to assign. The task detail will show on the right side of the task.

4. Click “Assigned To”

5. Type in the name of the team member and then select their name or select “Not assigned” to reassign the task to the entire team or location.