Task Assignments and Team Collaboration

Assigning tasks to specific team members improves accountability and ensures everyone knows their responsibilities. PawPlacer makes it easy to assign and track tasks across your organization.

Assigning Tasks to Team Members

You can assign a task to a team member in several ways:

When Creating a New Task

1. In the task creation dialog, click in the assignee field
2. A popover will appear showing team members
3. Search by name if needed
4. Click on a team member's avatar to assign them

When Editing an Existing Task

1. Open the task by clicking on it
2. Click in the assignee field
3. Select a team member from the popover
4. Click "Update Task" to save

Changing an Assignment

1. Open the task
2. Click on the current assignee
3. Select a different team member
4. Click "Update Task"

To remove an assignment, click the "X" next to the assignee's name.

Understanding the Assignee Selector

The assignee selector shows:

• Team member names
• Profile pictures (when available)
• A search box to find members in large organizations

Only active team members with appropriate permissions will appear in the selector.

Viewing Your Assigned Tasks

To see all tasks assigned to you:

1. Tasks assigned to you appear on your dashboard
2. They're visible in the "Today's Tasks" section if due today
3. They appear in your schedule view based on due dates

Team Collaboration Features

Beyond simple assignments, PawPlacer supports team collaboration through:

Visual Assignment Indicators

Each task card shows the assigned team member's avatar, making it easy to see who's responsible for what at a glance.

Multiple Pet Coordination

Tasks can be assigned to specific team members while also being linked to multiple pets, enabling:

• Coordinated care across animals
• Batch processing of similar tasks
• Clear responsibility for group activities

Role-Based Permissions

Different team members have different capabilities:

• Task Managers can create boards, columns, and tasks
• Regular Users might be limited to viewing and updating tasks
• Administrators can manage all aspects of the task system

Best Practices for Task Assignment

Assigning Tasks Effectively

• Match tasks to skills - assign tasks to team members with the right expertise
• Balance workloads - check team members' existing assignments before adding more
• Be clear with expectations - include sufficient details in the task description
• Set realistic due dates - consider the assignee's schedule and other responsibilities
• Discuss before assigning - for complex tasks, talk to the team member before assigning

For Assignees

• Check your dashboard daily for newly assigned tasks
• Update task status as you make progress
• Communicate obstacles if you encounter difficulties completing a task
• Ask questions if a task description is unclear

For Managers

• Review unassigned tasks regularly to ensure nothing falls through the cracks
• Follow up on overdue tasks in a supportive way
• Adjust assignments as priorities change
• Recognize completed work to maintain team motivation

Troubleshooting Assignment Issues

• Cannot find a team member in the selector: They may not have an active account or appropriate permissions
• Team member cannot see assigned task: Check that they have access to the board where the task is located
• Too many tasks assigned to one person: Consider redistributing work or adjusting deadlines
• Assignments being changed without notice: Review the activity log and discuss communication protocols with your team