# Assign Tasks (https://docs.carlio.app/docs/tasks/assign-a-task)

Give a task to one or more team members, or to one outside assignee



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 members [#assign-team-members]

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 assignee [#assign-an-outside-assignee]

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](/docs/tasks/share-a-task-with-an-outside-assignee).

<Callout type="warn">
  Assigning an outside assignee removes every team member from the task. Assigning a team member
  removes the outside assignee and revokes the share link. The panel states this rule below the
  form.
</Callout>

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

## Notifications [#notifications]

* 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 do [#what-an-assigned-team-member-may-do]

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 tasks [#find-assigned-tasks]

The **Self-Assigned**, **External** and **Unassigned** chips in the task list filter by assignee. See [Find and filter tasks](/docs/tasks/find-and-filter-tasks).