Edition: Enterprise
User-level: Project Manager and above
To-do's need a staff member to be assigned to them so they can be completed. The below steps detail how to assign to-do's to staff members from the project Kanban board.
To-dos can be assigned to staff members from the Kanban within a project. To assign a to-do to a staff member, follow the steps below:
Navigate to the Project Kanban
From Side Navigation, select Projects > Projects List
Open the project you want to assign a to-do on
Click the More tab (3 dots) > Plan > Kanban board
All to-dos in the left pane are unassigned. There are two different ways you can assign these to staff.
Click into the to-do from the left pane. Select the staff member from the menu on the right
2. Drag and drop the to-do from the pane on the right to the appropriate staff.
Tips!
Selecting the back arrow will save any changes made to the to-do.
Sort the Kanban view by project, team and office when assigning to-dos.
