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How do I assign multiple associates to a task?
How do I assign multiple associates to a task?

Assign as many associates as you want to a task

Leigh Sevin avatar
Written by Leigh Sevin
Updated over a week ago

Applies to: All (Users, Managers, & Admins)

Assign one or more users to a task to make sure your team knows what to focus on. Anyone can assign other users to a task. However, you'll only be able to assign users from Teams you belong to unless you are an admin. Admins can assign any user to a task.

You can assign as many users as you want to a task. You can assign associates either when you are creating a task or later on after it's been created. Keep in mind that each task can only be completed once, so if you want each user to complete the same task, then you should assign one task per user.

Solution Overview:

  1. Click Edit next to Assignees

  2. Check the box next to the names of the additional users you want to assign (and remove yourself if necessary)

  3. Click Save

To Assign Multiple Users to a Task:

Step 1. Click the Edit button next to Assignees.


Step 2. Click the checkbox next to the associates' name you want to assign the task to.


Step 3. Click Save. Associates will be notified via email once they've been assigned.


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