Note: You must be subscribed to the Agency plan (or above) to have Teammates on your account.
Step 1 — Assign
Step 2 — Select
In the dropdown, locate the team member you want to assign and click on their name. You will see a checkmark next to their name, they have been selected.
Step 3 — Confirm
After you have assigned a teammate, their profile picture will appear in the Teammates circle; this is confirmation that they have been assigned.
How do I change notification settings?
Currently, when you assign a new Task Card to one of your Teammates, they will receive an email notification for the specific Card that they've been assigned to.
Can I assign a Task to a Collaborator?
Currently you can only assign a Task to a Teammate that you invite to your account, and not Collaborators.