How to assign tasks to your teammates

 

Assigning tasks to your teammates ensures everyone knows their roles and can see which team members are working on related tasks, enabling them to collaborate and crush the team's goals!

 

How to assign tasks

You will need a People column on your board before you can assign teammates to items. Once the column is on your board, assigning people to tasks is a breeze!

 

Use Sidekick

Sidekick can assign items on your board to people on your account with a simple prompt. Describe which items on your board you would like assigned to various people, and let Sidekick do all the heavy lifting for you! 

 

Assign manually

To assign people manually, click the item's cell in the People column and select a member of your account from the dropdown list. To add more people to the same item, simply click the cell again and continue adding as many as you want!

 

Tip: You can also automatically assign people using an AI column!

 

Assigned notifications

When a task is assigned, the teammate assigned to it will receive a bell notification so they stay up to date with their responsibilities. Users can also choose to receive e-mail notifications

P&I- Assigned Notification.png

 

Assigning multiple items and avoiding team spam? As a board owner, you can mute all assigned notifications by clicking the three dots next to the column name, then selecting Settings, and finally Mute column notifications.

 

Can I assign tasks to users who are not in my account?

Tagging team members with the People Column only works for users in your account. To assign tasks to others, invite them to your account, or use the Text Column by typing their name so everyone knows who's responsible.

 

See all of your tasks in one place

There are several ways you can view all the tasks assigned to you in one place. 

 

Board Filter

You can use board filters to show only the tasks you are assigned to. 

 

My work

Head over to My work by clicking the calendar icon in the left panel. This feature works by showcasing all tasks across your monday.com account that have been assigned to you

 

Search Everything

Click the magnifying glass in the left pane next to your profile picture to open up Search Everything. From here, select Open classic search, click on Cross boards, and search your own name to see all the items assigned to you across all of your boards. Try this with any of your team members!

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.

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