How to assign a task to a team member?
To assign a team member to a pulse, you need to add a person column to your board:
Once done, simply type the name of the team member you would like to assign to the task. Use the drop down menu and click on the person's name.
Whenever you assign a task to a team member, this person will receive a notification on the bell.
You can also receive an e-mail notification about it if you turn on your notifications under your profile section.
How to assign a task to several people at once?
Sometimes, one single task needs to be handled by several team members. There are a few ways of doing this.
You can use our multiple person column to assign individuals from different teams in the organization or if you just need a small group to work on a project.
It is a great way to visually see how the work is divided amongst team members. You can have as many users assigned as you wish!
Once you assign multiple people to a pulse, each of them will receive a notification on their bell and by e-mail (if their email notifications are on).
Already have a Person column on your board and want to assign more people to it without having to start all over? No problem! You can simply change the column to a Multiple Person column, as below:
Sometimes you also need an entire team to work on a task or project together. This is the reason why we came up with the team column. This column allows you to assign a team to a pulse. To learn more about it, check out this article.
Once you assign a team to a pulse, each team member part of that team will receive a notification on their bell and by e-mail (if their email notifications are on).
Both person and team columns allow you to easily collaborate and allocate your resources in an efficient way.
Can I assign tasks to users that are not invited to my account?
Only users that have been invited to your join your account can be assigned to tasks. If you would like to assign someone that is not part of your account, we would recommend to use the text column and manually add the name of that person next to your pulse.
If you have any further questions, please don't hesitate to reach out to our customer success team at email@example.com. We are here for you 24/7!