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Assign a Task to a Team Member

Learn how to assign an unassigned task to a member of your team in the Tasks App.

Written by Dawn Ginie Santoyo

If you manage a cleaning company or work with multiple cleaners, you can assign an unassigned task to another member of your team in the Tasks App.

You can choose an existing teammate or invite someone new directly from the assignment screen.

This feature is designed for cleaning companies and teams that manage work across multiple teammates.


Assign a task to someone on your team

To assign an unassigned task:

  1. Open the Jobs tab.

  2. Select the task you want to assign.

  3. Select Assign.

  4. Keep the Your team tab selected.

  5. Choose the teammate who should complete the task.

  6. Select Assign.

The teammate will receive an email with a link to the task.

The Assign job screen showing teammates available for assignment.


Invite a new teammate

If the person you'd like to assign the task to isn't already on your team:

  1. Open the Assign screen.

  2. Select the Add new tab.

  3. Enter their details and send the invitation.

  4. Once they've been added to your team, assign them to the task.

The Assign job screen with the Add new tab selected to invite a new teammate.


After you assign a task

Once you've assigned the task:

  • The selected teammate receives an email with a link to the job.

  • The task appears in their Jobs list.

  • They can begin working on the task immediately.

Assigned teammates can:

  • Check off checklist items.

  • Upload photos.

  • Update the task's progress.

  • Mark the task as complete.

  • Report issues.

  • Send messages to the host.


Limitations

Assigned teammates can't:

  • View payout information.

  • Assign the task to another teammate.

  • Cancel the task.

These permissions help ensure that only the teammate who created the assignment can manage it.

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