A task is assigned, done and reported back
Who is involved
| Role | What they do |
|---|---|
| Project manager | Creates and assigns the task. |
| Project member | Is assigned the task and does the work. |
Step by step
- Project manager
Creates the task and assigns it to a colleague.
What they see:The task shows the assignee.
- Project member
Opens the bell alert or My tasks.
What they see:The assigned task is listed with its due date.
- Project member
Moves the card across the board as work progresses.
What they see:Each move is recorded with who and when.
- Project member
Completes the task.
What they see:The task is marked done; if it repeats, the next one is created.
- Project manager
Reads the completion alert.
What they see:Sees which task finished and who finished it.
Who is told what
The assignee is told of the assignment and of any overdue date. The project owner and everyone following the task are told when it completes. Assignee alerts are on by default; the rest need the project set to Everything. Each respects the project's per-alert choices.