What you need to know
You put people on a task from the project's page, or from the task's card on the Work panel. A task can have more than one person. Unticking a person saves at once. Ticking a person saves at once too, unless the tick offers more: other tasks of the same job role, or the place of the person already on the task. Then nothing saves until you confirm. You need to be a department manager or a company administrator.
When work starts, a task already goes to the person who holds its job role. A task waits with Nobody yet when several people hold its job role and none of them works on the engagement yet, or when nobody holds it. See Who gets each task. You can change anyone, as on any other task.
A person who holds the task's job role also takes a task that nobody is on by starting it. See Move a task to another stage. A holder can hand their own tasks to a colleague in the job role. See Hand over a task. Managers still assign and reassign.
A ticket is different: anyone in the department who can change work puts themself on a ticket that nobody has, with Take it. A manager sees Take it above Assign, and uses Assign to put someone else on a ticket that is stuck. See Take a ticket.
Before you start
The list offers people who have a role in the department, and people added to this project. If the person you want is not there, add them first: Give someone access to a project.
What to do
- Open the project's page. On Workflow Projects, select Open on its row.
- In Tasks by stage, find the task and select Assign on its row.
- Tick the person to put them on the task. Under each name are the person's role and the job roles they hold in the department, so you can tell who does this task's job. To narrow a long list, choose a role in Show.
- If the person has more than one role, pick the role they work as in As which role? beside their name.
- If the dialog lists more tasks under Also assign, or asks whom the person replaces, choose as the next two sections say. Otherwise the tick is saved.
- Untick anyone who should come off the task. Then close the dialog.
To take one person off quickly, select the × beside their name on the task's row. That saves at once too.
The other tasks of the same job role
When nobody is on the task and the person you tick holds its job role, the dialog lists the other open tasks of that job role that nobody is on, under Also assign: the property's, or, on the engagement's own work, the engagement's. A task the client does counts as a task of the job role that records it. Each task has its box, ticked.
- Untick a task to leave it with nobody.
- Select the button that counts the tasks, for example Assign 4 tasks. The person goes on this task and every ticked one, in one change.
- Back returns to the people, with nothing saved.
The list leaves out finished work, tasks someone is on, other job roles' tasks, other properties' tasks and other departments' work. Assigning from a group puts the person on exactly the tasks you selected, and lists nothing more.
Replace a person
When one other person is on the task and you tick someone else, the dialog asks whom the new person replaces. Choose one:
- On all of the other person's open tasks of the job role, in the same reach: the choice already selected.
- On this task only.
- Keep both: the new person joins the other one on this task. The button then says Assign.
The person taken off is recorded with who replaced them, as when you take someone off a task.
When production names the analyst or data entry
When the production manager sets the property's analyst or data-entry person on the Transaction page, that person is put on the property's open tasks of that job role that nobody is on, as if a manager assigned them with every box ticked. It happens in each department where they hold the job role, and it takes nobody off a task. Choosing another person later, or clearing the field, changes nobody already on a task. The data-entry person is found by their name, or their email address, on one active staff record; when the name matches nobody, or more than one person, nobody is put on.
Confirm it worked
The person shows in the task's People column with their role, and the line under Tasks by stage counts one task fewer with nobody on it. The task shows on their My Tasks. When the person holds the task's job role, the role shown is that job role, and tasks of that job role on the engagement's later work go to them too.
On a ticket, the person you put on it gets an email, and so does the person you take off it. Nobody gets an email about a change they made themself, such as Take it. If someone outside Tech / Development filed the ticket and nobody had picked it up before, they get one email saying that Tech / Development picked it up. Other tasks send no email when people are put on them or taken off them.
If it did not work
- A message says “This property was deleted on 10/06/2026; its work is paused until it is restored.” The work's property or engagement was deleted, and nobody can change its work until the record is restored. See A project or its tasks disappeared.
- There is no Assign button: the task is done, skipped or not applicable, or your role does not allow it.
- A message says “A task on the list changed since it was shown. Nothing was saved. Open the list again.” or “Someone changed who is on a task on the list. Nothing was saved. Open the list again.” Someone moved a listed task, or put a person on it, while the dialog was open. Tick the person again to see the list as it is now.
- A message says “That person is already on this task. To change their role, unassign them first.” Untick them, then tick them again with the other role.
- The list says “Nobody holds a role covering this work yet. Add people on the People page, or give them a role.” See Someone can't open a project.
Good to know
A person who has left the company shows No longer active. You can take them off, but not put them back on.