Assigning People to Projects, Tasks and To-Dos
Assigning someone tells them the work is theirs. It shows their avatar on the item, puts it on their My Dashboard, and sends them a notification.
You can assign anyone in your workspace. Need to add someone first? See Inviting Team Members.
Assign People to a Project
Section titled “Assign People to a Project”When you create a Project:
- Under Assign To, check your own name if you’re working on it.
- Click Add Additional Users and check each teammate.
- Click Create Project.
To change who’s on an existing Project, open its Project page and update Assign To. Changes save on their own.
Assign People to a Task
Section titled “Assign People to a Task”Every Task needs at least one person.
- Open the Task, or create a new one.
- Under Assigned To, check or uncheck your own name.
- Click Add Additional Users and check each teammate.
- Save the Task.
If you uncheck everyone, hrglass won’t save the Task until you pick someone.
Assign People to a To-Do
Section titled “Assign People to a To-Do”- Go to To-Do.
- Click the people icon on the To-Do.
- Check each person. Uncheck someone to take them off.
You can also pick people under Assign To when you click Add To-Do.
Assign People to Many Projects at Once
Section titled “Assign People to Many Projects at Once”- Go to Projects.
- Check the box next to each Project.
- Click Assign members.
- Choose how to apply it:
- Add to existing assignees keeps everyone already on the Projects and adds the people you pick.
- Replace existing assignees swaps everyone out for the people you pick.
- Check each person.
- Click Apply.
People added this way don’t get a notification.
Find Your Own Work
Section titled “Find Your Own Work”- Tasks: on the Tasks page, click Filters and pick My assigned tasks.
- To-Dos: on the To-Do page, pick your name in the menu at the top right.
- Everything: open My Dashboard for your Projects, Tasks and To-Dos in one place.