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TaskGuru Features Guide

How to Allocate and Assign Tasks

Distribute work effectively across your team with TaskGuru's powerful task assignment system. Learn to allocate tasks strategically, manage workloads, and ensure clear accountability for optimal team productivity.

Understanding Task Assignment

Task assignment enables effective team collaboration and workload distribution. Whether you're managing a small team or large organization, TaskGuru's assignment system ensures clear accountability, proper notification, and seamless task tracking across all team members.

Quick Right-Click

Fastest method for assigning tasks to existing collaborators using context menu.

Task Detail Assignment

Comprehensive assignment control with full task context and invitation capabilities.

Strategic Allocation

Thoughtful task distribution based on skills, workload, and project requirements.

Step-by-Step Task Assignment

1

Method 1: Right-Click Quick Assignment

  1. 1
    Right-click on any task within the board
  2. 2
    Look for assignment or allocation options in the context menu
  3. 3
    Select 'Assign to' from the menu options
  4. 4
    Choose the collaborator from the list of available team members
  5. 5
    Task assignment is immediately applied with notification sent

Benefits of This Method:

  • Fastest way to assign tasks to existing collaborators
  • No need to open full task detail screen
  • Perfect for bulk assignment workflows
  • Seamless integration with task organization
2

Method 2: Task Detail Assignment

  1. 1
    Click on any task to open the task detail modal
  2. 2
    Locate the assignment section within task details
  3. 3
    Select from existing collaborators or use 'Invite Person' option
  4. 4
    For new collaborators: enter email and send board invitation
  5. 5
    Assignment is applied immediately with automatic notifications

Benefits of This Method:

  • Comprehensive control over task and assignment details
  • Ability to invite and assign simultaneously
  • Access to full task context for better assignment decisions
  • Assignment history tracking and modification options
3

Prerequisites and Requirements

  1. 1
    Ensure person is added as collaborator to the board
  2. 2
    Verify collaborator has accepted board invitation
  3. 3
    Confirm appropriate access levels for task assignment
  4. 4
    Check that assignment permissions are properly configured
4

Assignment Tracking and Management

  1. 1
    Monitor assigned task progress and completion status
  2. 2
    Track individual team member workloads and capacity
  3. 3
    Adjust assignments when priorities or circumstances change
  4. 4
    Maintain clear communication about assignment expectations
  5. 5
    Review assignment effectiveness and optimize workflows

Best Practices for Task Assignment

Strategic Assignment

  • Match tasks to team member skills and expertise
  • Consider current workload and capacity before assigning
  • Balance task distribution to prevent overloading individuals

Clear Communication

  • Include detailed task descriptions and expectations
  • Set clear deadlines and priority levels
  • Provide necessary context and resources for completion

Assignment Management

  • Regularly review and adjust assignments as needed
  • Monitor progress and provide support when required
  • Maintain visibility into team workload distribution

Key Advantages of TaskGuru Assignment

Streamlined Assignment Process

  • Quick right-click assignment for rapid task distribution
  • Detailed assignment with full context and collaboration options
  • Seamless integration with invitation and onboarding process

Enhanced Team Coordination

  • Automatic notifications keep assignees informed of new tasks
  • Clear accountability with single assignee per task
  • Integrated permission management and access control

Frequently Asked Questions

Can I assign a task to multiple people?

Currently, each task has one primary assignee for clear accountability. For collaborative tasks, consider creating subtasks or using task comments for coordination.

What happens when I assign a task to someone not yet on the board?

You can invite them through the task detail screen, which simultaneously adds them to the board and assigns the task to them.

Can assignees see all board tasks or just their assigned tasks?

Assignees can see all tasks on boards they have access to, but can filter to view only their assigned tasks for focused work.

How do I remove a task assignment?

Use either the right-click menu or task detail screen to unassign the task, returning it to unassigned status.

Can collaborators assign tasks to each other?

Assignment permissions depend on the board settings and collaborator access levels configured by the board owner.

Do assigned tasks automatically appear in the assignee's immediate board?

Assigned tasks appear in the assignee's view of the board where they were assigned, but don't automatically move to their immediate board unless they manually add them.

How do assignees get notified about new task assignments?

Assignees receive automatic notifications through their preferred notification method (email, in-app, or both) when tasks are assigned to them.

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