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Assigning Individual XBerts or Tasks to a Team Member
Assigning Individual XBerts or Tasks to a Team Member

For moving XBerts and Tasks between team members.

Soraya Brown avatar
Written by Soraya Brown
Updated over a week ago

Assign and reassign XBerts and Tasks alerts to your team members easily so they can be attended to.

When you’ve added your team members, you can assign an XBert or Task to them. Within the task summary, you can select the assign icon and then select a team member to assign it to.

  1. On your Work board, click on a task summary. This will open a Details Tile on the right-hand side of your screen.
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  2. Then, click on the second icon (Assign) from the action bar across the bottom.
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  3. Select the user you wish to assign the Task or XBert to and select Save.
    You can add a message as you assign the task.
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  4. The assigned user for the chosen XBert will now show on your Work Board.
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  5. It will also be shown on the tile view when working on an XBert.

    You can change the assignee at any time.
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  6. A summary email will be sent if the user does not log in and view the task. The email also includes the number of tasks assigned, outstanding tasks and overdue tasks as well.
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What's next?

How To: Invite Team Members

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