Assigning Tasks
Assigning tasks to team members ensures everyone knows their responsibilities. Clear ownership means work gets done and nothing falls through the cracks.
Why assign tasks?
Accountability — someone is responsible for completion
Clarity — no confusion about who's doing what
Workload visibility — see how tasks are distributed
Notifications — assignees receive updates about their tasks
How to assign a task
When creating a task
Click Add Task in your project
Fill in the task details
In the Assignee field, select a team member
Click Save
For existing tasks
Open the task you want to assign
Click on the Assignee field
Select a team member from the dropdown
The change saves automatically
From the task list
Hover over the task in the list
Click the assignee icon (person silhouette)
Select the team member
Assignment updates immediately
Choosing the right assignee
Consider these factors when delegating:
Skills and expertise
Match tasks to team members with relevant experience:
Design tasks to someone with design skills
Technical tasks to your tech-savvy team members
Client-facing tasks to those with strong communication skills
Current workload
Check existing assignments before adding more:
Go to Tasks
Filter by assignee to see their current load
Balance work across the team
Availability
Consider time off, other projects, and priorities:
Check team calendars
Discuss capacity with team members
Adjust deadlines if needed
Development opportunities
Sometimes assign tasks to help team members grow:
Stretch assignments build new skills
Pair less experienced members with mentors
Provide support for first-time tasks
Assigning multiple tasks
Bulk assignment
To assign several tasks at once:
Go to your project's Tasks tab
Select multiple tasks using checkboxes
Click Bulk Actions
Choose Assign To
Select the team member
Confirm the changes
Reassigning tasks
If you need to move tasks to someone else:
Open the task
Click the current assignee
Select the new team member
Optionally add a comment explaining the change
What assignees see
When you assign a task, the team member:
Receives a notification (if enabled)
Sees the task in their personal task list
Can view the task in the project
Gets reminders as due dates approach
Self-assignment
Team members can take ownership of unassigned tasks:
Find an unassigned task
Click Assign to Me
The task is now their responsibility
This works well for collaborative teams where people pick up work as capacity allows.
Unassigning tasks
To remove an assignment:
Open the task
Click the assignee name
Select Unassigned or click the clear button
The task returns to the unassigned pool
Task assignment notifications
Assignees are notified when:
A new task is assigned to them
Task details change (due date, priority)
Someone comments on their task
The task is reassigned
Manage notification preferences in Settings.
Tips for effective delegation
Be clear about expectations — include details in the description
Set realistic deadlines — discuss timing with assignees
Check workloads first — don't overload team members
Follow up appropriately — offer support without micromanaging
Acknowledge good work — celebrate completed tasks
Great delegation empowers your team — assign clearly, support generously, and trust the process.