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Assigning Tasks

Assign a task to one or more members, veterinarians, adopters, fosters, or volunteers, and change assignees from the task panel

In this guide

Key sections from this documentation page.

Tasks can have multiple assignees. The available people can include:

  • Account members.
  • Veterinarians.
  • Adopters.
  • Fosters.
  • Volunteers.

Assign While Creating

  1. Open the task form.
  2. Use Assignee to search or browse people.
  3. Select one or more assignees.
  4. Create the task.

Update Assignees

Open the task side panel, stay on Details, add or remove assignees, and click Update Task.

Assignee avatars appear on board cards and list rows. The board's Unassigned metric counts tasks that do not have an assignee, helping a coordinator find work that still needs an owner.

When a member is removed from the organization, they are taken off every task that is not completed or archived, and any other assignees stay. Completed and archived tasks keep them as an assignee.

Assignees identify responsibility; they do not grant access to a PawPlacer account. A person still needs the appropriate account membership and permissions to sign in and manage the task.

Keep reading

Move through the documentation in order.