Team task assignment | Voters

Team task assignment

Zazi Makapela

I'd like to be able to assign tasks to team members.

Created by Erica Rosas

March 15, 2022

Lisa Santos

I'm interested in this feature of assigning tasks to project members. What is the ETA on this possible feature? I'm also open to being interviewed by an Indy Business Analyst about this potential feature.

Erica Rosas

Merged in a post:

Ability to assign tasks to collaborators / see their tasks

Nicholas Orris

The project portal has a major issue for me in that if the owner makes a task - there is no way to assign a task to the collaborator, they can't even see it.

And worse yet - if the collaborator makes tasks, the owner/admin/client can't see it. How am I to use this tool to manage my subcontractors if I can't assign tasks to them or watch their task and see if they are doing them?

December 19, 2023

Erica Rosas

Merged in a post:

Ability to assign tasks to other people in a project

Ashley Stanley

Being able to assign tasks in a project to a client or a collaborator would be incredibly helpful! Knowing who is handling what + allows for a cleaner process

March 11, 2023

Erica Rosas

Merged in a post:

Tasks Are Shareable with Clients

Dmitrii Lukin

Would be great if you can create a feature where I can share my tasks on a project with client, so they will see the workflow and progress, so it allow me to have less emails and meetings.

March 11, 2023

Erica Rosas

Merged in a post:

Ability to assign/share tasks

Nicole Franco

I'd like to be able to share tasks with my clients and subcontractors.

March 11, 2023

Brandon Smith

Hi voters!
Thanks for your thoughts and votes on this topic. This is a big area we want to focus on next, so we’re hoping to talk with you about it in more depth with a 1:1 customer interview. The interview will take about 45 min, and we’ll provide a nice gift card for your time. If you’re interested in helping make Indy’s CRM tools better for you, please follow the link to fill out the interview screener (it’ll only take a minute) so we can book a time in the next week or two: https://weareindy.typeform.com/crm-screener
Looking forward to talking!

Zazi Makapela

so is there a way that I can collaborate with others outside my organisation?