How to Assign a Task to Someone

Quick Answer

You can assign a task by selecting a user when creating or editing the task.

Step-by-Step

Option 1: While Creating a Task

Go to the Tasks tab
Click Add Task
Enter task details
Select a user in the Assign To field
Click Save

Option 2: Assign an Existing Task

Go to the Tasks tab
Open the task you want to update
Find the Assign To field
Select a user
Click Save

What to Expect

The assigned person will see the task in their list
They’ll know they’re responsible for completing it
The task may appear on their dashboard (depending on setup)

Common Issues

I don’t see anyone to assign the task to

You may need to invite users to the property first.

The person doesn’t see the task

Ask them to refresh or check their task list.

I can’t assign tasks

Your role may not have permission to assign tasks.

Helpful Tip

Assigning tasks creates clarity and accountability—especially when multiple people are involved.

How to Create a Task
How to Complete a Task
How to Invite Someone to a Property

Last updated on April 16, 2026