A manager turns a message into a task for a colleague
Who is involved
| Role | What they do |
|---|---|
| Manager | Creates the task. |
| Employee | Is assigned. |
Step by step
- Employee
Posts a request in a group chat.
What they see:The message is visible to the group.
- Manager
Opens the message menu and chooses Create a task.
What they see:The task dialog opens.
- Manager
Picks the project, assigns it to the employee and sets a due date.
What they see:The task is created.
- Manager
Looks at the conversation.
What they see:A task card is posted.
- Employee
Opens the task from the card or their tasks.
What they see:Sees the details and due date.
Who is told what
Chat itself sends no notification for the task; it posts the task card into the conversation.