Assigning Tasks to Team Members

Tasks and subtasks can now be assigned to specific team members!

Tasks assigned to specific staff members show their initials with their assigned color (colors are automatically assigned, but can be updated as explained below!)

Clicking on the team member’s initials or the grey user icon will allow you to select a new user from the list, or search for a specific user to assign

You can make assignment changes from the global task list, edit task page, or the case’s Tasks tab.

Each team member is automatically assigned a unique color, as this is needed for display on the case task list and global task list

You can edit your assigned color by going through the Edit user option on the Team page