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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 assigned solver 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 a task then automatically 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.

How 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 Save.

How to assign a new task to someone.
How to assign a new task to someone.
TIP: Always assign a task to particular user

Tasks without solver are forgotten very often. You should always 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 is assigned to… change the user. Confirm via Save button.

Change the solver under the text editor.
Change the solver under the text editor.
How to add a comment and change solver at the same time.
How to add a comment and change solver at the same time.

Via keyboard shortcut

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

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

On project detail

Go to the project or To-Do list detail. Place mouse over the task and click Assign/Due… and select the solver or due date 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 prefer kanban board/column view for projects, 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 situation you should always assign a solver who is the most capable to move the task forward.

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 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 > Set up followers and solvers…

Set up default solver of the tasks.
Set up default solver of the tasks in To-Do list.

In the following form select section Default task solver and choose the user, who is solving all the tasks in To-Do list. Confirm via Save.

How to set up default solver for all tasks in To-Do list.
How to set up default solver for all tasks in To-Do list.
Updated on 20.4.2021

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