Last updated:

Assign actions to users and groups

Learn how to assign actions to users and groups via the web app and the mobile app.

Why assign actions to users and groups?

Sometimes, having more than one person working on a task can get the job done much quicker. Assigning actions to users and groups allows the team to fulfill projects or maintenance tasks faster within the organization.

Take note

  • Assigning an action to a group notifies all users within that group.

  • You won't receive a notification if you assign an action to yourself.

Assign an action to users and groups

  1. Log in to the web app.

  2. Create or update an action.

  3. In the action details, click the "Assign to users, groups or emails" dropdown menu. If there's already an assignee, select the assignee's name and add more users or groups from the dropdown menu. Assign an action to assignees via the web app.

  4. Click Done. If you're assigning the action to a group with 10 or more users, click Continue in the pop-up window.

  1. Open the mobile app.

  2. Create or update an action.

  3. In the action activity screen, tap Details at the upper-right of your screen.

  4. Tap Assignee…. If there are already assignees, you can select their names and add more users or groups from the dropdown menu. Assign an action to assignees via the mobile app.

  5. Tap Done. If you're assigning the action to a group with 10 or more users, click Continue in the pop-up window.

Need more help?