Assign Task Board

Give remote members work that isn’t tied to an order, and move it from Assigned to Completed.

Overview

This guide covers the Assign Task tab on Remote Members: the board, the table and the task window.

Who Can Access

Team members need View Remote Teams and View Task Assign. Creating, editing, deleting and moving work each have their own box.

Step-by-Step Guide

1. Open Assign Task

   On Remote Members, click Assign Task. Switch between Kanban and Table views.

   

2. Assign work

   Click Assign Task or + on a column. Enter the Task Title, pick who it’s for under Assign To, choose a status, a Start Date and a Deadline, and add a description if you want. Click Assign Task.

   

3. Move it along

   Drag a card to another column, or use the → buttons on it: Assigned, Process, Working, Done. In the table, use Change status.

4. Open the details

   Click a card to change the status, who it’s for, the dates or the description. If Google Drive is connected, you can add a Drive link.

Good to Know

• Only Active members appear in Assign To.
• The deadline can’t be before the start date.
• The board hides items whose deadline has passed. Use the Table view or Assign Status to see them.
• The member gets a notification in the app, not an email.
• Bulk status change and delete are in the Table view.

Frequently Asked Questions