Assigning a Task in Propel Your Business #
You can assign a task either while editing an existing one or when creating a new one.
Assigning an Existing Task #
- Find the task in your dashboard.
- On the right-hand side, click the three dots and select Edit Task.
- From here, assign the task to an individual.
⚠️ Note: A task can only be assigned to one person.
Assigning a New Task #
- Click the green New Task button.
- Enter the task details.
- Select the person you want to assign it to.
- Save your task.
Where to See Task Assignments #
In your Tasks dashboard, you’ll see:
- Who created the task
- Who the task is assigned to
You can also view assignments from the navigation bar on the left under Tasks, where you’ll find:
- My Tasks
- Assigned Tasks
- All Tasks (depending on your access level)