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How To Assign a Task?

In this article, you'll learn how to assign a task in Arch.

Updated over 11 months ago

If you see a Task in your Arch Task Page, and you would like to assign the Task to a member of your team, follow the steps below. This feature can be activated upon request. If you are interested, please reach out to support@arch.co or your Arch operations team.

  1. Navigate to the Tasks page in Arch

    1. If helpful, add the "Assigned To" column to the Tasks table through the "Edit Columns" button option. This column allows you to see what users are currently assigned to Tasks.

  2. Identify the Task you would like to assign.

  3. There are 2 ways to assign the task you identified

    1. The first option is through the "Assign User" button on the far right of each line item.

    2. The second option is through clicking the Task link itself, and then selecting the user under the Task Information page

  4. If you assigned a Task by mistake or want to un-assign a user, you can change/un-assign the user through the same buttons.

  5. Once assigned, users can filter the table to only see Tasks assigned to them.

Please reach out to support@arch.co with any questions!

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