Assigning tasks among teammates

Step 1: Look for Teammate Contacts

Go to the Contacts section and locate your teammate contacts, which are listed near the top of the list. You should be able to see everyone's special contacts, including yours.

Step 2: Assign tasks using the Assign to... menu command

To assign tasks to your teammate, you just need to right click on a task, then choose Assign To..., followed by the teammate's name.


The task will look like this after establishing the link:

And more importantly, all linked tasks will also show up in the Inbound Links section of the contacts.

Filtering Content By Teammates

It’s easy to have too many tasks flying around in your team’s workspace, and these tasks may become distracting. To filter content based on teammates, check out this article that talks about filtering content by teammates.



Common Questions

Not seeing your Myself contact?

You probably haven't enabled this option yet. Please switch to the Preferences section and toggle ON the Myself contact option.

Your teammates are not seeing your Myself contact?

You probably haven't shared your Myself contact in your team's workspace. Normally your Myself contact is automatically shared in all the workspaces that you're part of. But if you enabled your Myself contact feature after joining your workspaces, some workspaces might be missed out.

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