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How to assign task to a team member

To assign a task to a team member, click on the My Team sub-menu under Activity menu. Once the page has loaded, you will see a text that says “Create and assign task”, enter the task in there; then select the team member name from the Assign To dropdown; then set a Deadline using the date selector; choose the Engagement from the dropdown, and if the engagement has more than one key deliverable, you will be asked to select a Key Deliverable. After this, you click on the Go button and the task will be created. The user will be notified of the new task by email and sms.


Updated on November 10, 2016

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