Assigning tasks

Keep track of who's doing what by assigning tasks to yourself and your multi-users.

Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Updated Sep 5, 2023

You have the option to assign tasks to yourself or one of your multi-users.

Go to Tasks to create or edit a task. Then select the user you'd like to assign from the Assignee dropdown.

If you check the Make Task Private box, this will hide the task from all other users on the brand other than yourself. It will also automatically assign the task to you.

If you assign a task to one of your multi-users, they can receive an email notification if they have that option turned on in their notification settings. The email will include the body of the task.


Which tasks can my multi-users see?

Basic multi-users will see tasks assigned to them, unassigned tasks in projects to which they are assigned, and any unassigned tasks not tied to projects in the general Tasks tab. Basic multi-users will not see unassigned tasks from projects they are not assigned to.

Admin multi-users will see all tasks (unless they are private).

Accountant multi-users do not have access to tasks.

If I have assigned a project to a multi-user, will all the tasks I create inside that project be automatically assigned to them?

No. Tasks must be individually assigned.

Do I have to assign tasks to myself?

No, adding an assignee to a task is not required. If you do not work with a team or assistant and all the tasks you create are for you, there is no need to assign every task to yourself. However, only the tasks assigned to you will appear on your dashboard. So if you like seeing tasks on your dashboard, that would be a reason to assign them to yourself!

Can I assign tasks to clients?

No. But you can create and share a task board with your clients, which they can view in their client portal.

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