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How to assign a task to a team member or to myself

There are a few ways to assign a task that will be covered below:

- When creating a task in Slack

- Slack drop-down message menus

When creating a task in Slack

The quickest way to assign a task to a team member or yourself in Slack is when you create a new task.

To create a new task in Slack, type "/todo" followed by the task details. To assign a team member when you create the task, tag the team members username.

E.g. /todo Email client invitations @Kay

This will assign the task directly to Kay when creating the task.  The assigned team member will receive a direct message from todobot when they are assigned a task

To assign a task to yourself when creating the task, replace the username with @me

E.g. /todo email client invitations @me

By typing @me at the end of the task, the task will be assigned to you

Press enter to submit the task

Slack drop-down message menus

After task creation, you can use the drop-down message menu to assign tasks.  This can be done either immediately after task creation, or after listing tasks using the /todo list command.

To assign a task immediately after task creation:

  • Click on the message menu underneath the task creation message
  • Click "Assign to Me" to assign the task to yourself
  • Click "Assign to.." to bring up a list of users to assign the task to another team member
  • Select the team member to assign them to the task

When you click the message menu, you will have a few options. Choose "Assign To..." to assign the task to another team member or the "Assign to me" to assign the task to yourself.  

Once the user is chosen, the task will be updated with the new assignee.

You can follow the same process to assign more than one person to a task

The assigned team member will receive a direct message from todobot when they are assigned a task

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