To-do Tasks / 12

Assign people to a to-do

Assignees own the to-do and can complete it along with the project owner.

2 minutes
Product screenshot: Assign people to a to-do
Step by step

How to complete assignees

  1. 01

    While creating

    In the New task panel, Assignees section, select Add and search project members.

    Step 1: While creating
  2. 02

    After creating

    In the detail view, the Assignees card shows who owns it. Select Edit to change it.

    Step 2: After creating
  3. 03

    Choose and mark the lead

    Search project members, star the lead assignee, remove people with the X and confirm with Save.

    Step 3: Choose and mark the lead

What you'll learn

  • How assign people to a to-do works inside Perfour.

  • What information you need and how it stays connected to To-do Tasks.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

Can I leave it unassigned?+

Yes. Then only the creator and the project owner can change its status.

Who can change the status?+

Assignees, the creator when there are none, and the project owner.