Task Assignments

You can assign a task to users and groups from inside a running checklist. The assignment applies to that checklist only — it does not change the template or any other checklist created from it.

To assign the same people on every checklist, or to assign automatically from a rule, that is set up in the template instead. See Task Assignments and Dynamic Task Assignments, which is where the three kinds of assignment are explained.

Before You Start

• You need access to the checklist. Any user who can open it can assign its tasks.
• The users and groups you want to assign must already exist in your team. See Inviting Users and Group Management.

Assign a Task

1. Open the checklist and select the task in the task list.
2. Click the Assign button on the toolbar at the top of the task content area.
3. In the popup, click the users and groups you want to assign. A tick appears next to each one. You can select any number.
4. Optionally tick Only Assignees Can Complete This Task. The task is then greyed out for everyone else — its content is inaccessible and its completion checkbox is disabled.
5. Optionally tick Copy Assignment To All Other Unassigned Tasks to apply the same assignees across the checklist. Tasks that already have an assignee are left alone.
6. Click Save Changes.

Unassign a Task

1. Click the Assign button on the task.
2. Click the assigned users and groups again to remove the tick.
3. Click Save Changes.

What the Assignee Sees

Assignees are notified as soon as the assignment is saved:

Channel	What arrives
Email	The task details and a direct link to the task.
Slack	The same, in the assignee's Slack, if the Slack integration is connected.

Notifications go to everyone newly assigned, including every member of an assigned group.

How Assignments Are Displayed

Assignments appear next to the task name in the task list.

• One assignee — the avatar of that user or group.

• Several assignees — a multi-avatar icon with the number beside it.

Hovering over an avatar shows who the assignees are and whether the assignment is exclusive — that is, whether Only Assignees Can Complete This Task was ticked.

Related Pages

• Task Assignments — assigning in the template, so every checklist starts out assigned.
• Dynamic Task Assignments — assigning from a rule rather than by name.
• Group Management — assigning to a whole group at once.
• Task Due Dates — the other thing you set per task at runtime.