Add and assign tasks

A task says what needs doing, who’s doing it and by when. Admins and Managers add tasks to a task list, and everyone they assign is told.

Add a task

1. Open the task list and tap EDIT LIST, then ADD TASK. New task opens. In a list you’ve just started on the sheet, it’s open already.
2. Type a Title and a Description. Both are needed: Save stays dimmed until they’re filled in.
3. Tap Assignees. Assign to lists everyone in the project by trade. Tick the people the task is for, up to 10, then tap Done. Search people finds someone by name or trade.
4. Pick a Priority level: High, Medium or Low.
5. Check the Due date. A new task is due tomorrow. Tap the date to pick another day from the calendar, or tap the X beside it for No due date.
6. Tap Save.

The task appears in the list with its number, its whole description, and the people after Assigned to:. Each person you assigned gets a notification about it, but you don’t, even if you put yourself on it.

Change or delete a task

1. Open the task list and tap EDIT LIST.
2. Tap the task, change what you need, and tap Save.
3. To delete a task instead, tap the trash can on it, then Confirm.

Unticking someone under Assignees takes them off the task without telling anyone. Untick everyone and the task is Unassigned. To get back to the list from editing, tap its name at the top.

Assign a task from someone’s card

In a task list’s comments, tap a person’s picture, then Assign a task. A new task opens on that list with them already ticked.

Good to know

• Everyone on a task shares it: any of them can send in the work, there’s one set of work details, and it’s approved once for all of them. See Send in and approve work.
• Someone whose invite is still pending shows Invite pending and can’t be ticked yet. To bring in someone new, tap Invite someone new at the end of the people. See Invite people.
• Someone removed from the project stays on their tasks, greyed out under No longer in the project, until you untick them.
• A due date is a day, not a time: a task due on the 10th is due on the 10th for everyone, whatever their time zone.
• Offline, you can add, change and delete tasks. A new one shows as New task, marked Waiting to send, until it’s sent and gets its number.

Note

Crew members can’t add or change tasks. When a task is theirs, they send in their work from the task itself.

Related

• Make and find task lists
• Send in and approve work
• See only your tasks with Mine