Note: This feature is available to the following product editions:
- Starter
- Standard
- Premium
Checklist items can be assigned to TaskRay users and queues. Checklist owners will be displayed on the task card to represent shared task responsibility.
Assign Checklist Owners
- Locate the task that contains checklists that need to be assigned and open its Task Details.
- Click on the Checklist tab.
Tip: In Kanban and Row Views you can quickly access the Checklist tab from the Task Card by clicking on the Checklist icon. - Locate the checklist item that needs to be assigned and click on the circle icon to the right of its description.
- This will reveal the Assignee field. Type the name of the user or queue that you want to assign the checklist item to and click on his/her name to select it.
The bottom bar of the Checklists tab will display all of the team members added to the project. You can drag and drop the avatars to reassign checklist items.
Note: Assignees available in the bottom bar are limited by the size of the task detail screen. It is ordered by most frequently assigned to always keep popular assignees available for drag and drop assignment.
Outside of the Checklist tab, you can quickly view who the checklist items are assigned to from Kanban, Row, and Plan Views. If a task has checklist items that are assigned to various owners (not just the task owner), then you will see a + next to the task owner's icon on the task card. You can hover over the + to reveal all of the checklist assignees.