Put Work in the Right Hands
Delegation is a core management skill. Assigning tasks to team members clarifies responsibility, distributes workload, and ensures the right people are working on the right things. Officaid makes assignment straightforward, whether you're creating a new task or reassigning existing work.
Assigning During Task Creation
When creating a new task, you can assign it immediately:
- 1 Click + Add New Task in the Tasks module
- 2 Fill in the task title and other details
- 3 Click the Assigned To dropdown
- 4 Select a team member from the list
- 5 Click Add Task to save
The dropdown shows all active employees in your organization. Select the person who should be responsible for completing the task.
Assigning an Existing Task
To assign or reassign a task that already exists:
- 1 Open the task by clicking on it in the task list
- 2 Click Edit in the Quick Actions panel
- 3 Change the Assigned To dropdown to the new person
- 4 Click Update Task to save
The task now appears with the new assignee in the task list.
Who Can Be Assigned
The Assigned To dropdown includes all active employees in your Officaid account. This list comes from your Directory. You can assign tasks to:
- Any active team member regardless of department
- Yourself
- No one (leave as "Not Assigned")
Inactive or terminated employees don't appear in the assignment list.
Leaving Tasks Unassigned
Not every task needs an immediate owner. Select "Not Assigned" when:
- You're capturing work for later delegation
- The team needs to decide who should own it
- It's a placeholder for work that hasn't been fully defined
Unassigned tasks remain visible to everyone in the Tasks module.
Reassigning Work
Work sometimes needs to move between people. Reassign tasks when:
- The original assignee is unavailable or overloaded
- Someone with different expertise should handle it
- Responsibilities have shifted within the team
Before reassigning, consider adding a comment explaining the change so the new assignee has context.
Visibility
All users can see all tasks regardless of assignment. This transparency helps teams understand workload distribution and find tasks they can help with.
Frequently Asked Questions
Each task can only have one assignee. If work needs multiple people, create separate tasks for each person or designate one person as the lead responsible for coordinating.
No. Tasks can only be assigned to active employees in your Officaid account. For work involving external parties, assign the task to an internal owner who will coordinate with them.
Tasks remain assigned to the employee until manually reassigned. Review and reassign tasks when team members leave the organization.
What's Next?
Build on your task management skills:
- Task Priorities Explained - Set appropriate urgency levels
- Using Task Comments - Communicate with assignees
- Understanding the Directory - Learn about employee management