Create and assign

How to assign a task to someone

Who can use thisMembers and Super Admins

Permissions you need

View tasksCreate tasksAssign tasks to others

Set by your workspace admin. If you cannot do this, ask them for access.

Assigning is a proposal. The person you pick sees the task, the hours and the deadline, and answers before it becomes binding.

Before you start: you need the Create and Assign permissions. If Assign to someone else is missing from the menu, see Troubleshooting.

Tap Create task → Assign to someone else, and fill in the Details: title, description and category.
The Details step when assigning
On this screen
- Four steps – Details, Planning, Assignee and Review & Send.
- Task title and Description – required.
- Task category – required, from the list your administrator manages.
- Attachments – optional supporting files.
Tap Next and set the Planning: how long it will take, when it starts, the deadline and how long they have to answer.
The Planning step when assigning
On this screen
- Estimated effort – in hours.
- Expected start and Deadline – pick from the calendar. The deadline counts the whole day.
- Priority – Low, Medium, High or Urgent.
- Visibility – Public or Private. Tap the ? next to it for a short explanation.
- Response window – hours the person has to respond before the proposal expires.
Tap Next and choose the person on the Assignee step. The list shows who has room.
Choosing the assignee
On this screen
- Summary line – the hours and the date range the check uses, with a pencil to change them. Here it reads 3 of 3 can take this task in your 6-day window.
- Assign from – your own workspace, or a partner workspace. See Assign a task to a partner.
- Find someone – search by name, role or department.
- Each person – their free hours this window, and the load they would carry if they accept (for example 6% if assigned).
- Recommended – the group of people who can take the task in that window. Anyone who cannot fit it is listed under Not available.
Tap Next and check the Review & send page. When it looks right, tap Send Proposal.
Reviewing the proposal
On this screen
- Assigned to – the person, with a label such as Comfortable.
- Workload impact – their load Before and After accepting.
- Schedule – effort, start, deadline and the response window.
- Send Proposal – sends it. The person is notified.
Open Inbox → Assigned by me. The proposal is there, marked Proposed · Awaiting their reply.
The proposal in your Inbox
On this screen
- Title bar – You assigned this to the person.
- Proposed – with Awaiting their reply.
- Respond by – a countdown to when the proposal expires.
- Details – category, priority, effort, start and deadline, and the description.
- Withdraw – pulls the proposal back. See Withdraw and reassign.

What happens next

The person gets a notification. They accept, negotiate or decline. See Respond to a proposal. If nobody answers in the response window, the task expires and you can reassign it.

Last updated 2026-10-23

How to assign a task to someone

What happens next

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