Assigning and Reassigning Tasks #

Every task in Propel includes two important fields:

• Created By – The individual who created the task.
• Assigned To – The individual responsible for completing the task.

These fields help ensure accountability and visibility across the organization.

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Assigning a Task #

When creating a task, you can assign it to any active user within your organization.

To assign a task:

1. Create a new task.
2. Complete the task details.
3. Select the individual responsible for completing the task in the Assigned To field.
4. Save the task.

Note: A user must be active in Propel before they can be assigned a task.

Once assigned, the individual will receive an in-app notification informing them that a task has been assigned to them.

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Reassigning a Task #

If responsibility for a task changes, you can easily reassign it to another user.

To reassign a task:

1. Locate the task you wish to update.
2. Open the task and select Edit.
3. In the Assigned To field, select the new individual responsible for completing the task.
4. Save your changes.

The task will immediately be reassigned, and the newly assigned user will receive a notification.

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Best Practices #

When assigning tasks:

• Assign every task to a single owner whenever possible.
• Make sure the assigned individual is responsible for driving completion.
• Include clear notes and expectations.
• Set realistic due dates.
• Review assigned tasks regularly during meetings.

Clear ownership is one of the most effective ways to improve accountability and ensure important work gets completed.