How do I assign a task, accept it or say "Can't do it"?
Pick a teammate in the task's Assignee. They get a notice and click Accept, or Can't do it to send it back with a reason.
Open the task and pick a teammate in Assignee. They get a notice that you gave them the task. On the task they click Accept, or Can't do it to send it back to you with a reason.
Also called: give a task, delegate, assign to a teammate, decline a task, refuse, assigner une tâche, déléguer, accepter, pas possible
Step 1: Give the task to a teammate
Open the task from Tasks. In the panel on the right, pick the person in Assignee. It saves right away. When you add a task, you can also type @ and their first name, like "@Tom".
Click: Tasks › the task › Assignee
Step 2: Accept a task you were given
When someone gives you a task, you get a notification. Open the task: at the top you see "…gave you this task." Click Accept. You see Task accepted.
Click: Accept
Step 3: Or say you can't do it
Click Can't do it. Under Why?, pick No time, Not my specialty, I need more info, Already done or Other. Under Suggest another date, pick a day if you like. Add a word for them (with Other, that word is the reason).
Click: Can't do it › a reason
Step 4: Send your answer
Click Notify… with their name. The task goes back to them right away, with your answer in its Activity, and they get a notification. You see Answer sent to….
Click: Notify…
Good to know
Your answer goes out at once, so there's no Undo after Accept or Can't do it.
The task goes back to whoever gave it to you, or to the owner if nobody did.
Assignee shows when your team has more than one person.
In All, the Assignee filter shows one person's tasks.
You can ask Ask Alori: "give the furnace check to Tom".
If it doesn't work
"Only the person it's given to can answer." Only the assignee sees Accept and Can't do it.
"Nobody to send it back to: it's yours." You gave it to yourself, or you're the owner. Change the Assignee instead.
A teammate isn't in the list. Invite them to your team first.