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How to assign a task?

When you assign a task to someone it means you want the user to solve it or at least start working on it. The solver can be changed anytime, but it is always one person at the time. The solver is someone who is responsible for the task.

There are subtasks, which can be also assigned to users. It allows you to divide the activities for more solvers and tick off the subtasks step by step.

Once the user is assigned to the task receives notifications. For example when someone else comments the task, changes a deadline or likes your comment . E-mail notifications are optional and you can set them up as you like in your profile Settings.

There are few ways how to assign a task. So let’s have a look at them 👇🏻

Options to assign a solver

When creating a new task

When creating a new task, go to section Assigned to and select user. It may be only one solver at the time. Click on Save.

How to assign a new task to solver.
How to assign a new task to solver.
TIP: Always assign a task to particular person

Tasks without solver are very often forgotten. You should always choose and assign someone, who is the most competent person to complete or move the task forward.

When adding a comment

The most common activity over every task is adding comments in the discussions. You can add comment and change the solver at once. Type your comment and in the section Task assigned to… change the user. Confirm by Save button.

Add comment to discussion and change the solver at once.
Add comment to discussion and change the solver at once.

Quick assignment yourself

Thanks to keyboard shortcut you can quickly assign a task or subtask to yourself. Place mouse over the task and press M. Use the same shortcut in case you want to delete yourself as a solver.

Quickly assign task via keyboard shortcut.
Quickly assign task via keyboard shortcut.

On project detail

Go to detail of the project. Place mouse over the task, click on Assign/Due… and select the solver or deadline directly.

How to assign a task on project detail.
How to assign a task on project detail.
Use modal window of the task to quickly edit it

You can quickly edit the name, assignment to the user and due date of the task via modal window. Use keyboard shortcut “mouse over the task + E” and go ahead!

Kanban view

In case you use kanban board/column view in the project, then set up solver via pencil icon.

How to assign a user in kanban view.
How to assign a user in kanban view.
TIP: Task should have a solver – always

Tasks without solver are forgotten very often. To prevent that sutiation you should always assign a solver who most capable to move the task forward.

Assign a task to yourself quickly

Thanks to keyboard shortcut mouse over the task + M and assign a task to yourself at lightning speed. Use the same way to cancel your assignment.

How to assign a task via keyboard shortcut.
How to assign a task via keyboard shortcut.
TIP: Assign subtask in few clicks

The same keyboard shortcut can be used to assign subtasks. Place the mouse over a subtask and press M. This is fastest way to assign tasks and subtasks to yourself.

Set up solver for tasks in bulk

In particular To-Do list you can set up solver for all the tasks at once. Place the mouse over the To-Do list name a click on pencil icon.

How to assign all tasks to one solver.
How to assign all tasks to one solver.

In editing form you can rename the To-Do list, set up deadline for all tasks at once or solver for all existing tasks.

Assign all tasks in To-Do list to one solver in bulk.
Assign all tasks in To-Do list to one solver in bulk.
It will assign also subtasks!

The option Assign all tasks also assigns all the subtasks to particular solver.

Default task solver in To-Do list

In case the task solver in To-Do list is the same person, you can set the user as a default solver of those tasks. The user is assigned automatically to all new tasks. It is great feature when creating tasks from e-mail.

On the left from To-Do list name is three-dot menu > choose Set up following and solvers…

Set up default solver of the tasks.
Set up default solver of the tasks.

In the following form select section Default task solver and choose person, who is assigned to all created tasks in To-Do list. Press Save.

Default task solver in To-Do list.
Default task solver in To-Do list.
Updated on 5.3.2021

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