Delegating Tasks
Reassign tasks to different team members as needed.
- Delegate: Click the arrow icon on a task card
- Choose a delegate: Select the new assignee and (optionally) add a reason
- Email notification: Check the "Send email notification to assignee" option to notify them by email
- Reassignment: The task moves to the new assignee instead of duplicating
- Tracking: Delegated tasks appear under the "Delegated by Me" tab
More in Tasks
- Tasks: Task Overview — Tasks help you track to-do items for your production. Each task has:
- Tasks: Global Tasks Page — Access all your tasks across all shows from the Tasks link in the main navigation.
- Tasks: Creating Tasks — Create tasks from the Tasks tab in any show, or from the global Tasks page using the "New Task" button.
- Tasks: Linking Tasks to Inventory Items — Tasks can be linked to inventory items to track work on specific props, costumes, or equipment.
- Tasks: Creating Tasks From Inventory — Work on props, costumes and set pieces is usually item-led — you are looking at the item when you decide who builds it. You can start a task from inventory instead of going to the Tasks page first.
- Tasks: Assigning Tasks to Songs — Tasks can be linked to a song so musical work is tracked next to the number it belongs to.
- Tasks: Assigning to Multiple People — Tasks can be assigned to multiple people for collaborative work.
- Tasks: Task Status & Priority — Track task progress with status and priority levels.
- Tasks: Filtering Tasks — Use filters to find the tasks you need.
- Tasks: Dashboard Tasks Widget — The Outstanding Tasks widget on your dashboard shows your top 5 pending tasks.
Related features
- Tasks & Delegation — Production to-dos assigned to one or several people, delegated down, and tracked on each person's dashboard.
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