Assign Tasks

A task goes either to team members or to one outside assignee. Both kinds cannot hold the same task.

Requirements: the Hand Out Tasks permission. The owner and manager roles hold it by default. Without it, the Assignment panel does not appear on the task page.

Assign team membersCopy Anchor Link

1. Open the task page.
2. In the Assignment panel, open the Team member tab.
3. Open Assign Team Member and choose a team member. The field accepts typed text to narrow the list.
4. Repeat for each further team member.

Each choice applies at once. The message Team member assigned appears and the name shows in the panel. No save button exists.

To remove a team member, point at the name in the panel and select the remove button. The message Team member removed appears.

Assign an outside assigneeCopy Anchor Link

An outside assignee is a person without a login, such as an inspector, a transporter or a garage.

1. Open the task page.
2. In the Assignment panel, open the Outsourced tab.
3. Enter the name in the Name field. The name is required.
4. Optional: enter a phone number and an email address. The phone number is the number to which the share link is sent. The email address must be valid.
5. Select Assign & Share.

The message Task assigned appears. The panel shows the name and the label Outsourced. Carlio also creates the share link of the task. The Sharing panel describes the link. See Share a task with an outside assignee.

Selecting Assign & Share again with a new name replaces the outside assignee and creates a new link.

NotificationsCopy Anchor Link

• A team member who receives an assignment gets the notification Task assigned. Removing the team member creates the notification Task unassigned.
• The team member who makes the change does not receive a notification about it.
• A team member assigned to a task also receives Task due soon when the due date falls within the next 24 hours and the task is To Do or In Progress.
• Assigning an outside assignee creates no notification.

Each team member chooses the delivery channels in the notification settings.

What an assigned team member may doCopy Anchor Link

A team member who is assigned to a task may change its status, answer its checklist, post comments and add attachments. This holds even without the Edit Any Task permission. Editing the details of the task still requires Edit Any Task.

Find assigned tasksCopy Anchor Link

The Self-Assigned, External and Unassigned chips in the task list filter by assignee. See Find and filter tasks.