You can assign checklist items/tasks to anyone who has been added to that specific project, even if they've been invited to the project, but haven't yet created their adjoining account.
Additionally, visibility settings such as "Assignments Only" or "Planner Only" can influence what tasks are visible to specific individuals, ensuring that only relevant tasks are displayed.
To make them available for task assignments, ensure they are added to the project's Planning Partners section first.
Visibility controls also play a crucial role in determining who can view and interact with specific tasks, providing an additional layer of customization.
To assign a task, click on the checklist item to open additional menu options, then select the person(s) responsible from the drop down menu under ADD ASSIGNMENT.
Pre-assignments can also be utilized at the template level to outline general responsibilities, which can then be adjusted manually within the project for specific planning partners.
Pro Tip: You can assign a task to multiple people if you need to.
Things to Note: With our default notifications, the person (or persons) assigned (if they’ve created their adjoining account) to this task will receive a notification that a task has been assigned to them, and it will also appear in their ASSIGNMENTS OVERVIEW page in the order in which their tasks have been assigned. The person designated as the project lead will also receive a notification once they’ve marked this task as complete.
Visibility settings such as "Assignments Only" or "Planner Only" also affect notifications, ensuring that only the intended recipients are informed about task updates.
Placeholders such as 'Client' or 'Planner' in templates do not automatically map to project members, requiring manual assignments during setup. Pre-assigning tasks at the template level can help identify general responsibilities and streamline the assignment process when creating a project. This ensures clarity and efficiency in task management.
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