Tasks play a pivotal Role in the distribution and Organization of work both within a Company and among different Project partners. This guide provides a step-by-step instruction for effective Task assignment.
Understanding Project Members and Roles
Tasks can be Assigned to any Project member, Contact, or Team that has been invited to the Project. To learn more about Project members, Click here.
You can Assign Tasks to a person, a Team, or a Contact in two ways.
1. When creating a new Task: Open the Pin and select create Task. In the Task detail view, you can select a responsible person, a Team, or a Contact in the Assigned Field.
2. For an existing Task: Open the desired Task and choose the Task detail view. There, you can Click on the current Assignee and change it.
The categories Members, Teams, and Contacts are available for selection. These are displayed in separate tabs, which you can switch between. In the upper area of each tab, the most recently used Assignees also appear, allowing you to select them particularly quickly.
Assign Tasks to Contacts: Contacts are not active users of docu tools and do not receive Task notifications. This option is used to document which Company is responsible for a specific Task. To inform Contacts about Tasks, we recommend creating a Task report and sending it to them via email.
Assign Tasks to a Team: The Teams enable even better cooperation and thus simplify processes on the construction site. Once a Task is Assigned to a Team, all Team members are notified, and they can view and complete the Task by Marking it as completed. This allows individual Teams to work better with each other and have full control over all Pins and Tasks of their Team, e.g., in case of holiday replacements or leaving the Project.
Close Tasks
As the Creator or Project admin of a Task, you have the right to close a Task once it has been Marked as completed. In cases where a Task has not been completed to your satisfaction, you can also reopen it. To close or reopen a Task, simply Click on the Status of the Task and select the appropriate option.