Assign a Checklist, or just a Field or Section within it, to a specific User so there's no confusion about who owns it. Once assigned, that User gets notified and can jump straight to their Checklist.
This feature is available on select plans.
Note: Admins, Managers, and Standard Users can assign Checklists, Fields, and Sections.
On the web
Assigning Checklists
Open any Checklist you want to assign.
Click on Assign underneath the Checklist's title.
Search and select the User(s) you want to assign to the Checklist.
To unassign, click the Assign Checklist Button and select Unassign next to the name of the User you'd like to unassign from the Checklist.
Assigning Checklist Fields
Open any Checklist that you'd like to assign a User to.
Hover your mouse over the Checklist Field you'd like to assign and select the Assign Field Icon.
Search for or select the User(s) you want to assign.
To unassign, click the Assign Field Icon, select Unassign next to the name of the User you'd like to unassign from the Field.
Assigning Checklist Sections
Open any Checklist that you'd like to assign a User to.
Click the Assign Section Icon to the right of the Checklist Section.
Search for or select the User(s) you'd like to assign to the Section.
To unassign, click the Assign Section Icon and select Unassign next to the name of the User you'd like to unassign from the Section.
In the app
Assigning Checklists
Open a Project and tap To-Dos ad open your Checklist.
Tap the Assign Icon underneath the Checklist's title.
Select the User(s) you want to assign, then tap Assign.
To unassign, tap the X next to the User's name.
Assigning a Checklist Field
Open the Checklist and tap the Field you want to assign a User to.
Tap + Assign User.
Select the User(s), then tap Assign.
To unassign, tap the X next to the User's name.
Assigning a Checklist Section
Open the Checklist and tap the 3 Dots Icon next to the Section you want to assign.
Tap Assign Section.
Select the User(s), then tap Assign.
To unassign, tap the X next to the User's name.
Note: Anything assigned to a User at the Checklist, Section, or Field level also shows up in My Stuff on their mobile home screen, so they can see everything assigned to them in one place.
FAQs
How will my Users get notified about assignments?
How will my Users get notified about assignments?
Once you assign a User, they'll get a notification in the Notification Inbox on the web and mobile app. Tapping the notification takes them straight to the Checklist.
Where can I see everything assigned to me?
Where can I see everything assigned to me?
Your assigned Checklists appear in My To-Dos on the web home screen and in My Stuff on the mobile app.
Can Checklists be assigned to Project Collaborators?
Can Checklists be assigned to Project Collaborators?
Checklists can't be assigned to Project Collaborators. Only Users on your account can be assigned.
Can I assign multiple Users to a Checklist, Field, or Section?
Can I assign multiple Users to a Checklist, Field, or Section?
Yes, you can assign as many Users as you need to any Checklist, Field, or Section.
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