Skip to content

Commit 4e0dc82

Browse files
authored
Merge pull request #52229 from Expensify/jliexpensify-patch-1
NO QA - Create assign-a-task page
2 parents 1223311 + 1c668d8 commit 4e0dc82

File tree

1 file changed

+25
-0
lines changed

1 file changed

+25
-0
lines changed
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,25 @@
1+
---
2+
title: Assign a Task
3+
description: Assign a task to a specific user within a chat
4+
---
5+
6+
Tasks are a useful feature in New Expensify which allows the tracking and assignment of a task to a specific user (known as an Assignee) within a 1:1 or group chat.
7+
8+
# How to create a Task
9+
10+
1. Click on a chat
11+
2. Click on the + button
12+
3. Click on “Assign a Task”
13+
4. Add a title (mandatory) and a description (optional)
14+
5. You’ll then have the option to add an assignee to the Task. If you wish to utilise the task for tracking purposes, you can keep this unassigned.
15+
16+
_Note: The Task will always be shared in the chat it was created in._
17+
18+
# To edit a Task
19+
20+
Both the Task creator and the Assignee will have the option to:
21+
22+
- Leave a comment in the task’s thread
23+
- Reassign the Task to someone else by clicking on the task, then the sideways arrow next to the “Assignee” field, and selecting a new Assignee or typing their email.
24+
- Edit any of the task’s details (i.e. title and description) by clicking on the task, and then the sideways arrow next to each field.
25+
- Mark the Task as complete by either clicking on the checkbox or clicking on the Task, then clicking on the green “Mark as Complete” button.

0 commit comments

Comments
 (0)