Assignee vs collaborator
Use the assignee for “whose job is this”. Use collaborators for reviewers, second pairs of hands and anyone who needs to follow along.
Assign a task
1
Open the task
Click the row or card. The side panel opens.
2
Click the Assignee field
It is in the Details section. The picker is searchable and shows each person’s avatar.
3
Pick a person
The change saves immediately.
Add collaborators
Collaborators live on the full task page.1
Open the full task page
Click the diagonal arrow in the panel header, or the task number in the breadcrumb.
2
Find the More card
It is at the bottom of the right rail.
3
Use the Collaborators picker
Choose as many people as you need. Each shows with an avatar.
Assign several tasks at once
Select the tasks on the board and use the bulk bar’s Set assignee dropdown, then Apply. See /tasks/bulk-actions.Who you can assign to
The picker only offers people you are allowed to assign work to. Someone whose supervision scope covers only themselves gets a list of one. That list is decided on the server, so it is the same list wherever the picker appears. Only members of the current workspace can be assigned. An assignee is validated again on save.What happens next
When a task is assigned to someone other than you:- They get a task assigned notification, through the channels they have turned on.
- The task starts appearing in the right day bucket on their Tasks page.
- Their home-screen widget refreshes.
Example
Priya Raman creates “Homepage wireframes” on Bluebird Coffee – Website Redesign and assigns it to Sarah Lin. Sarah gets a notification and the task shows up in her Today bucket on the Tasks page. Priya adds Jonas Bergman as a collaborator so he can see the layout before he builds it. Jonas is not notified and the task does not land in his day list – he follows it through the comment thread instead. Later the wireframes are handed to Ana Ferreira. Priya changes the assignee; Ana is notified, and the task leaves Sarah’s day list and joins Ana’s.Options and settings
The Details picker has no “Unassigned” option. You change an assignee by choosing a different person.
Permissions
Remember that a capability and a scope are two different things.
time.viewOthers says you may look at other people’s work. Your supervision scope says whose. Both have to pass. See /concepts/supervision-scope.
Common questions
Can a task have two assignees?
Can a task have two assignees?
No. One assignee, so ownership is never ambiguous. Add the second person as a collaborator, or split the work into subtasks with different owners.
Do collaborators get notified about comments?
Do collaborators get notified about comments?
Being a collaborator does not on its own trigger a notification. Mention someone with @ in a comment to reach them – see /tasks/comments-and-mentions.
Someone is missing from the picker
Someone is missing from the picker
Either they are not a member of this workspace, or they are outside your supervision scope. Check the roster at /settings/team-members.
Can I assign a task to a client contact?
Can I assign a task to a client contact?
No. The Client role holds no delivery capabilities and never appears as an assignee.
What happens to a person's tasks when they leave?
What happens to a person's tasks when they leave?
The tasks stay where they are, still assigned to that person’s record. Reassign them from the project list or with a bulk edit. See /team/remove-a-member.
Troubleshooting
The assignee change did not stick
The assignee change did not stick
The server validates that the person is a member of this workspace. If they were removed between the page loading and your click, the change is refused. Refresh and pick again.
I cannot see the Whose tasks picker on the Tasks page
I cannot see the Whose tasks picker on the Tasks page
You do not hold
time.viewOthers. The page shows your own work only, and that filter cannot be widened by hand.The person was notified twice
The person was notified twice
Assigning notifies once per genuine change. Re-saving the same person sends nothing. Two notifications means the assignee changed twice.
Related guides
Task fields
Every field on a task.
Bulk actions
Reassign many tasks at once.
My tasks
Where an assigned task shows up.
Supervision scope
Capability says may, scope says whose.
Roles and capabilities
The seven roles and what they hold.