As an admin of the Workspace with a Pull Plan in it, you are able to add an additional field to both Tasks and Milestones to assign either object to a specific user. All Tasks or Milestones with Assignees will have a small person icon on the top left that will show the Assignees when hovering over it.
The list of Assignees pulls from the User Assignments list, so please review this article first to ensure you have added your users correctly.
To turn on the Assignee functionality:
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Double-click on any existing Task or Milestone
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Click on the gear icon on the top right corner of the Editor
- Click on the switch to turn on Assignee field so it turns blue and is activated
Figure 1. Turning on the Assignee functionality.
✏️ Note: If you have a long list of users, use the search bar to type the first few letters of their email so you can find it faster.
Figure 2. Assignee icon.
😎 Pro Tip: You can also filter to see Assignees in the Weekly Work Plan. Check out this article to see how.
When turning on the Assignee field, they will also automatically appear as labels on Tasks, but you can toggle this on and off in the same window you used to turn on the Assignee field.
Figure 3. Adding Assignees as a Label on Tasks.
After being added as the Assignee of the Task, the user will automatically receive a notification about the Task as well as an email summary that will include any other Tasks to which they have been assigned or for which they have turned on notifications.
Figure 4. Assignees will receive a notification of their new assigned Task.
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