diff --git a/docs/articles/new-expensify/chat/assign-a-task.md b/docs/articles/new-expensify/chat/assign-a-task.md new file mode 100644 index 000000000000..a553caf39366 --- /dev/null +++ b/docs/articles/new-expensify/chat/assign-a-task.md @@ -0,0 +1,25 @@ +--- +title: Assign a Task +description: Assign a task to a specific user within a chat +--- + +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. + +# How to create a Task + +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. + +_Note: The Task will always be shared in the chat it was created in._ + +# To edit a Task + +Both the Task creator and the Assignee will have the option to: + +- 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.