Tasks rules give an option to assign tasks to your teammates automatically or manually. You can also create a task and assign a teammate later. It is also possible to manually change the teammate assigned to the task.

To assign a task manually:

  1. Go to Operations.
  2. Click on the Task calendar.
  3. Find the task you want to edit and click on it.
  4. Select a teammate from the list
  5. Click Save.

You can also access pending tasks for the Operations dashboard (if they have never been assigned to a teammate before):

  1. Go to Operations.
  2. The Operations dashboard opens on a list of unassigned, pending tasks. You can click on Edit and assign a teammate from there.

Assigning a teammate to a task will trigger any "New task" notifications that are relevant for the task.

Changing the teammate (un-assigning a teammate and assigning a new teammate) will be triggering "task deleted" notifications to the former teammate, and triggering "new task" notification to the new teammate.

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