How to Assign Tasks to Team Members
In a team workspace, every task has one owner.
Assign a task
When you create a task, choose a person in Assign to team member. Everyone in the workspace who has access to Tasks can be selected.
See who is doing what
On the Tasks page, filter by Assigned to to see one teammate's list, or choose My Tasks for your own. Tasks without an owner are shown as Unassigned.
Tips
- Give every task a due date so it appears under Today or Overdue at the right time.
- Link the contact, so the assignee has all the context in one click.
- Use the Task created automation trigger to notify people when new tasks arrive.
Team members need access to the Tasks page. The owner or an admin can turn it on in the member's page access.