Tasks as a team

If there are more people in your firm, tasks can be assigned and shared. It is all done inside the task (Edit) and only between people in the same firm.

Assign a task

Under Assign to pick a colleague. They will get a notification and the task will appear in My day as Assigned to me. To remove the assignment, choose Unassigned.

Share a task

Under Shared with add a colleague and choose their permission:

• Can edit and complete: they collaborate with you on the task.
• Read only: they can see it but not change it.

Whoever receives a shared task can Leave the task when they no longer need it. If you share nothing, nobody else sees the task.

Client and project

Each task can be linked to a Client and a Project. That way, when you open the client's file or the project you see at a glance what is pending.

Team workload

The Workload tab shows the week's plan per person: the estimated hours of the tasks due each day against their working hours. You can drag a task to another person to reassign it, or to another day to change its date. Capacity comes from the weekly schedule in the time clock (or 8 hours a day if there is none).

You only see what your account can see: your tasks, those shared with you and those in shared projects.

Team email

A specific email can also be assigned or shared with a colleague from the message's Team panel. Accounts are not shared, only those messages: the ones you receive appear in Team mail, under Assigned to me and Shared with me.