How to assign a task
There are three ways to assign a task: From the task detail panel:1
Open the task
Click the task title to open the task detail panel.
2
Click the Assignees field
Find the Assignees field in the right-hand sidebar.
3
Select one or more teammates
Choose people from the dropdown. You can assign as many people as needed.
- Right-click a task item to open the context menu, then choose Assignee.
- Click the assignee avatar(s) on the task item directly to add or change assignees without opening the task.
Tips for effective assignments
- Assign before the meeting ends: if a task comes out of a discussion, assign it immediately while everyone’s attention is on it.
- Check for unassigned tasks regularly: periodically scan your lists for tasks without assignees and make sure each one has a clear owner.
- Filter views by assignee: create a view filtered to your name to see exactly what’s on your plate for the day or week.
If someone doesn’t appear in the assignee list, they’re not a member of the workspace yet. Invite them from Settings > Members.