Assign a Task to Roles or People

Steps

1. 1

   Open the task from /tasks (click any saved task). Once it's published, click Share in the top-right to open the assignment dialog.

2. 2

   Tick one or more roles to auto-enroll every staff member with that role. New staff who get the role later are added automatically.

3. 3

   Search and select specific people if you'd rather hand-pick. Roles and people stack, so you can mix them.

4. 4

   The task view shows a "Shared with" summary under the title so you can see who runs it at a glance.

5. 5

   Close the dialog. The selection saves immediately. The next instance generated by the schedule (or any open instance) picks up the new assignment right away.