This guide shows you how to:
Create a task from a project
Assign it to a specific team member
Ensure they get notified
When to Use Assigned Tasks
Assigned tasks are useful when:
A specific team member needs to take action
You want clear ownership of a task
You’re coordinating work between team members
Step 1: Go to the Project Overview
Open the project
Scroll down to Notes
Step 2: Add a Note
Enter your message or instruction
Example: Call customer, confirm install time, order film, etc.
Step 3: Create and Assign the Task
Click Create Task
Select the team member in Assigned To
Click Submit
Step 4: How Notifications Work
Once assigned:
The team member receives a notification on their phone (if they have the app)
The task appears on their dashboard under “Your Tasks”
Key Takeaway
The flow is simple:
Add note
Click create task
Assign to team member
Submit
This ensures the right person is notified and responsible for completing the task.
Assigned vs Pending Tasks
Assigned Task → Goes to a specific person
Pending Task → Not assigned, any admin can take it