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How to assign & view tasks
How to assign & view tasks

How to assign and view specific tasks to any team member at the event

Rachel Pohlen avatar
Written by Rachel Pohlen
Updated over a week ago

Assign tasks 

  • Assign tasks to any Blerter user connected to your business or project - including contractors

  • Re-assign tasks to a different user

  • Clearly see who tasks have been assigned to

How to assign/reassign tasks on mobile

 1. From the channel tabs select more, then tap Tasks.
2. Choose a Task you wish to assign/reassign.
3. Tap on the Writing symbol icon.
4. On the Task information screen tap on Assignee.
5. Select a new assignee from any of your event team members.
6. Tap Save in the top right corner. 

How to assign/reassign tasks on desktop

  1. From the channel tabs select Tasks.

  2. Choose a Task you wish to assign/reassign.

  3. Select Edit in the middle of the page.

  4. Click on Assignee

  5. Select a new assignee from any of your event team members.

  6. Tap Save in the bottom right corner.

Tasks assigned to you

  • If a Task is assigned to you, you will receive both a push notification and a notification in the app.

  • *Note, all changes you make will be visible in the Task history.

How to view tasks assigned to you on mobile

  1. From the channel tabs select more, then tap Tasks.

  2. All the tasks will be listed with two categories: My Tasks & All Tasks.

  3. Select My Tasks.

  4. Choose a task you wish to view.

  5. Tap the left square icon to either Assign the task or mark as Complete, In Progress, Closed and Trash.

How to view tasks assigned to you on desktop

  1. From the channel tabs select Tasks.

  2. All the tasks will be listed with an 'Assigned To' section.

  3. You can also type your name in the Search Bar to find your tasks faster.

  4. Select the Task you wish to view.

  5. To mark Task as either In Progress, Complete, Closed, or Trash refer to the top right corner.

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