How to assign responsible people so tasks reach the right person
ArchiBoard creates tasks as the project moves: approve an item, order it, pay for it, accept it on site. So that they don't sit without an assignee, set the responsible people in project settings. Each task then goes straight to the right person.
- 1
Invite the members
First invite people to the project: «Team» → «Invite member».
- 2
Open project settings
Open the project settings and find the «Responsible people» block.
- 3
Choose the responsible people
Choose the «Responsible designer», «Responsible procurement lead» and «Client». If nobody is chosen, it shows «Unassigned».
- 4
Check unassigned tasks
Tasks without a responsible person go to «Unassigned tasks» on the home page. You can assign them manually with «Assign».
Good to know
- You can change the responsible people at any time. New automatic tasks will go to the new person.
- You can also assign a task manually when creating it, in the «Assignee» field.
Related guides
Try it on your own project
Free plan, no card required: shared catalog, clipper, estimates, timeline and finance are all included.