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How to assign people to tasks

Assigning the right people to a task ensures clear ownership, accountability, and visibility for everyone involved. People can be assigned to a task directly within the task itself, either when the task is created or at any point afterward.

Overview: Owners vs. Assignees

Each task can include both an Owner and one or more Assignees, and they serve different purposes:

  • Owner
     The Owner is the primary person responsible for the task. This is typically the individual who will take action and ensure the task is completed.
    • Only one Owner can be assigned per task
    • Must be an individual user (not a team)

  • Assignees
     Assignees are additional users or teams who should be involved in or aware of the task. Depending on the workflow, they may contribute to the work or simply stay informed on the task’s progress
    • Can include multiple users and/or teams
    • Useful for collaboration, visibility, or oversight

How to Assign or Remove Owners and Assignees

1. To assign Owners and Assignees, navigate to the appropriate task


2. Hover over either field and click on it to assign people

3. To remove Assignees from a task, hover over the field, click X and click Save


4. To remove the Owner from a task, hover over the field and click X