Assign Tasks To Clients, Projects & Lists

First of all, to assign your tasks to your client, project or list you would need to create Your Task Via your Desk or Project or Clients tab and you can see more on how to create tasks via this article > How To Create A Task

To assign your task to your client, list or project > select the task via your
> Desk Tab or Project or Clients tab

In the assign task field add in the client, list or project you wish to link the particular task with. 

In this example you can see the Assign to options and once selected you can then select the options from the drop down

Once saved, you can then view the task via the assigned, project, list or client

I can also view my task via my client by selecting the Clients tab > select your Client and you will be able to view open Tasks as well as add tasks.

As Well as Via the Project if you have Tagged a specific project. Select the project > Tasks tab

Tips:

  • Tasks can be created via your "Desk" tab by selecting > Add task
  • Tasks can be created via your "Clients" tab > select client > add task
  • Tasks can be created via your "Projects" tab > select the project > add task. 

💌  Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌

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