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title: Assign a Task | ||
description: Assign a task to a specific user within a chat | ||
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Tasks are a useful feature in New Expensify which allows the tracking and assignment of a task to a specific user (known as an Assignee) within a 1:1 or group chat. | ||
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# How to create a Task | ||
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1. Click on a chat | ||
2. Click on the + button | ||
3. Click on “Assign a Task” | ||
4. Add a title (mandatory) and a description (optional) | ||
5. You’ll then have the option to add an assignee to the Task. If you wish to utilise the task for tracking purposes, you can keep this unassigned. | ||
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_Note: The Task will always be shared in the chat it was created in._ | ||
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# To edit a Task | ||
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Both the Task creator and the Assignee will have the option to: | ||
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- Leave a comment in the task’s thread | ||
- Reassign the Task to someone else by clicking on the task, then the sideways arrow next to the “Assignee” field, and selecting a new Assignee or typing their email. | ||
- Edit any of the task’s details (i.e. title and description) by clicking on the task, and then the sideways arrow next to each field. | ||
- Mark the Task as complete by either clicking on the checkbox or clicking on the Task, then clicking on the green “Mark as Complete” button. |