Assigning Tasks

Assigning Tasks

Assign tasks to others across your firm to drive organizational accountability and to ensure that outstanding obligations are upheld.

To assign one or more tasks, select the task and click the Bulk Actions button and then click Assign Owner. 

• Select the owners you would like to assign in the drop down menu.
• If you are assigning owners to a task that is recurring, you will have the option to update all open and overdue tasks or just the selected tasks
• Once you have selected the owners and tasks to update, click the assign button

Once a task is assigned, the obligation owner will receive an email notification.

• Tip: The same person is often tasked with carrying out all obligations within a given category. Try filtering by category and then bulk assigning obligations to speed up the assignment process.