Tasks
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      2. Plan
      3. Tasks

      Using the Task Assignment Feature

      If task assignment is enabled for your organization and you are allowed to delegate tasks, you may assign tasks through the Global Task feature, the Strategy Hierarchy side panel, Team Details, and the 1-1 module.

      Assigning a Task from the Global Task Feature

      You can add a task from the green Global Task button in the top right corner of the screen, which is at the top right of every page.

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      If task assignment is enabled for your organization and you are allowed to delegate tasks, a new field "Assign to" is available. You can search for and select another user in the organization.

      Upon selecting a user, you can select what the task is associated with at the bottom of the Global Task window. Options to select for task association include:
            • Miscellaneous Task (default)
            • Roles for that User
            • Objectives for that User (only public objectives for the user will be accessible to associate the task with)

      Next, enter the Task Title and Priority, as well as any of the optional fields, such as Notes, Due Date, Phase of Performance Level, etc.

      Upon saving the task, the task will be assigned to selected user. The user will see the task in their weekly plan under the Objective or association that was selected. If a due date was selected upon assignment, the user will also see the task in their Weekly Calendar. 

      The user will see who the task was assigned by when editing the task.

      Assigning a Task from the Strategy Hierarchy Side Panel

      When viewing an objective side panel for another user's objective from the strategy hierarchy you can assign a task to that user (in This Week's Tasks section).
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      Assigning a Task from Objective Team Details

      When in Team Details on the Objective Progress tab, you can add a task for each contributor or yourself. For each contributor, when you expand the contributor details, click the green "+ Task" just below the name.
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      The task will default as assigned to the selected contributor and as assigned to the selected objective.

      Assigning a Task from the 1-1 Module

      When viewing your direct report's 1-1 or a 1-1 shared with you, you can assign a task to the user for each role/objective.

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      Reassigning a Task

      If you are assigned a task and you would like to reassign it to the responsible user, you can reassign a task by selecting the Assign to. When Saving the task, the task will be reassigned as intended. 

      If you have any questions on assigning tasks to users, please reach out to support@inspiresoftware.com.