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Assigning responsibilities
Assigning responsibilities

Assign and track responsibilities within your lists by role, organisation or user

Updated over a week ago

The responsibility column in lists enables users to assign specific rows to organizations, roles, or individual users, ensuring clarity and accountability within your lists. Multiple assignees can be added to a single cell, facilitating collaborative efforts.

Prerequisites: You need the edit permission for the date column


Setting assignees

  1. Click the cell in the responsibility column for the relevant row

  2. From the dropdown list, choose the relevant organizations, roles, or users

  3. Once all assignees are selected, click outside the dropdown to save the assignments

Tip:

  • Roles appear first, organisations next, and users last

  • To add multiple assignees, continue selecting as needed


Editing assignments

  1. Click on the relevant responsibility cell

  2. To remove an assignee, click the 'X' next to their name

  3. To add more assignees, select additional names from the list

  4. After making the necessary adjustments, click outside the dropdown to save the changes.

Note: Read this article to learn how to apply bulk editing

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