Queues that have tasks assigned for the selected projects will appear in the right sidebar in the All Work tab. You can use the lookup function to search for the queue.Īssign Queue to a Task Using Drag and Drop For the Owner field, using the dropdown, select Queue.Locate the task that you want to assign to a queue and open its Task Details.Assign Queue to a Task Through Task Details To add custom queues, your System Administrator would have to set up custom queues before you can start using them in TaskRay. Queues can also contain groups of users, such as a Customer Success or a Support queue, where members of the queue can view tasks available for assignment.
Queues can be empty, such as the TaskRay Unassigned queue, perfect for tasks contained in templates and not yet ready for owner assignment. In such cases, those tasks can be assigned to queues. There could be times when there will not be a specific user to assign a task to. From the Team section in the right sidebar, drag the icon of the user that you want to assign to a task.You can use the lookup function to search for the user.įrom any of the TaskRay All Work views you can drag and drop a team member from the right sidebar onto the task card to reassign ownership. Enter the name of the user that you want to assign the task to.For the Owner field, if there are any queues in your org, select User from the dropdown.Locate the task that you want to assign an owner to and open its Task Details.When you assign a user to a task, that user receives an email notification (unless you specify otherwise in the Settings).Īssign Tasks to Users Assign Owner Through Task Details In the case that you don't have a specific user to assign a task to, tasks can be assigned to queues via the same process. Task owners can be assigned through the Task Details or by dragging and dropping a team member's icon from the right sidebar onto the task card. Note: This feature is available to the following product editions:
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