Why is this useful?
You can assign steps of your checklist to teammates in several situations, a few examples below:
- A specific person is in charge of reviewing this step
- You want to use this assignment for automation
- You have a few internal steps associated with your process
How to assign a step to a teammate
- Go to your Resources>Processes page
- Select the process you need
- Click on the Edit button next to the related step of your checklist
- Go to the tab called Deadline & Assignment
- Select the person from your team to whom you want to assign the item
Next, we encourage you to use the automation feature to create automated rules.
Eg. Reminders to be sent to the assigned teammate when the step is completed