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How to assign a task to a team member or to myself

This article covers the ways to assign a task to a team member or yourself in the Workast web app.  If you'd like to learn how to assign a task in Slack, click here.  

When creating a new task

You can assign a task when you are creating a new task in Workast by clicking tab on your keyboard. This will bring up the assignee dropdown menu.

From here you can choose a team member from the list or use the search to find the team member.

The team member that you assign the task to, will receive a direct message from todobot to advise them that they have been assigned a task

You can also assign tasks during creation using the task creation shortcut key.  To learn how to use the task creation shortcut key,  click here.  

Assign an existing task to a team member

To assign an existing task to a team member, click on the task in Workast.

Under the "Assigned" section, click on the + button or the text that says 'Assign task to a user'

Choose a team member from the drop down menu, or start typing to search for a team member

Click on the team member you wish to assign the task. They will receive a notification from 'todobot' in Slack that they have been assigned the task.

 

Assign a task to yourself

To assign the task to yourself, click on the task.

Under the "Assigned" section, click on the + button or the text that says 'Assign task to a user'

Choose the option "Assign to me"

Tasks can also be assigned to yourself without expanding the task.

Click on the three buttons on the right hand side.

Choose the option "Assign to me"

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