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- Standard
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Task owners can be assigned through the Task Details or by dragging and dropping a team member's icon from the right sidebar onto the task card. When you assign a user to a task, that user receives an email notification (unless you specify otherwise in the Settings).
Need to manage assignments on projects in bulk?
This article provides an overview of different ways to assign individual tasks. That said, if you need to distribute work on projects in bulk, it is recommended to manage assignments via the Dynamic Team Builder (all editions) or the Resource Planner (Premium Edition only).
Assign Tasks to Users
Assign Owner Through Task Details
- Locate the task that you want to assign an owner to and open its Task Details.
- Edit the Owner field and enter the name of the user that you want to assign the task to. You can use the lookup function to search for the user.
- Click Save or Save & Close.
Assign Owner Using Drag and Drop
Kanban and Plan View allow reassigning task owners using drag and drop. To assign a task owner, drag and drop a team member from the right sidebar onto the task card.
- From the Team section in the right sidebar, drag the icon of the user that you want to assign to a task.
- Drop the icon onto the Task Card.
Assignment Alerts
Users will be notified in two ways whenever a new task is assigned to them: in the app and via email.
In-App Notifications
In-app task assignment notifications can be viewed in the Notifications right sidebar tab when in the My Work View. Any time a new task is assigned to you, a New Task Assignment notification will be displayed in the sidebar. To access these notifications, click on the My Work tab in the TaskRay toolbar. This will take you to the My Work View and the Notifications right sidebar tab will open automatically.
Email Notifications
You will also receive email notifications whenever new tasks are assigned to you. Email alerts will include a link that you can click to access the task details. If you do not want alerts to be sent out when you change task owners, you can turn them off in the Settings.
Additionally, it is possible to customize the assignment alert emails. You can read about that in the Customize Task Owner Assignment Emails article.