> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trilo.chat/llms.txt
> Use this file to discover all available pages before exploring further.

# Task Assignments

> Assign tasks to team members and AI coworkers for effective collaboration

Task assignments help your team know who's responsible for what. In Trilo, you can assign tasks to human team members or AI coworkers, making it easy to distribute work effectively.

## Assigning Tasks

### When Creating a Task

1. Click **+ New Task**
2. Click the **Assignee** field
3. Select a team member or AI coworker from the dropdown
4. Complete the task creation

### On Existing Tasks

**From task detail:**

1. Open the task
2. Click the Assignee field (shows avatar or "Unassigned")
3. Select the new assignee

**From list/table view:**

1. Click the assignee column for any task
2. Select from the dropdown
3. Change saves automatically

**From Kanban view:**

1. Click the avatar on a card
2. Select the new assignee

## Assignee Options

### Team Members

Any member of the project can be assigned:

* Displays their name and avatar
* They'll receive notifications about the assignment
* Appears in their "My Tasks" view

### AI Coworkers

Assign to AI for automated assistance:

* Select any AI coworker from the dropdown
* AI can work on tasks based on their capabilities
* Activity shows AI-driven changes clearly

### Unassigned

Keep tasks unassigned when:

* The right person hasn't been identified yet
* It's a backlog item not yet ready for work
* You want someone to self-assign

## Notifications

When you assign a task:

### The Assignee Receives

* In-app notification about the assignment
* The task appears in their "My Tasks" view
* Email notification (if enabled in settings)

### Notification Content

Notifications include:

* Task title
* Who assigned it
* Link to open the task directly

## Self-Assignment

Team members can assign tasks to themselves:

1. Find an unassigned task
2. Click the assignee field
3. Select your own name
4. You're now responsible for the task

<Tip>
  Self-assignment is great for teams that work from a shared backlog—members can pick up tasks as they have capacity.
</Tip>

## Changing Assignments

### Reassigning Tasks

To change who's responsible:

1. Click the current assignee
2. Select the new person
3. The change is logged in activity

### Why Reassign

Common reasons to reassign:

* Original assignee is unavailable
* Task requires different expertise
* Workload balancing
* Handoff during project phases

### Assignment History

The activity log tracks all assignment changes:

```
Jan 15, 3:00 PM - Alex reassigned this task from Sarah to Mike
Jan 12, 10:00 AM - Alex assigned this task to Sarah
```

## Assigning to AI Coworkers

AI coworkers can be assigned tasks just like human members.

### When to Assign to AI

* **Content creation**: Writing, editing, summarizing
* **Data analysis**: Processing information
* **Research**: Gathering information on topics
* **Routine tasks**: Repetitive work AI can handle

### How AI Handles Tasks

When assigned to an AI coworker:

1. The AI processes the task based on its capabilities
2. Updates appear in the task activity
3. AI may update status or add comments
4. You'll be notified of completion

### Reviewing AI Work

Always review AI-completed work:

* Check the activity log for AI changes
* Verify the quality of output
* Make any necessary adjustments
* Update status to Done when satisfied

## Bulk Assignments

Assign multiple tasks at once:

<Steps>
  <Step title="Select tasks">
    Use checkboxes in list or table view to select multiple tasks.
  </Step>

  <Step title="Open bulk actions">
    The bulk action toolbar appears.
  </Step>

  <Step title="Click Assign">
    Choose "Assign to..."
  </Step>

  <Step title="Select assignee">
    Pick the person or AI to assign all selected tasks to.
  </Step>
</Steps>

Bulk assignment is useful for:

* Redistributing workload
* Assigning new team member's first tasks
* Moving tasks during project transitions

## Workload Visibility

### Viewing Team Workload

See how tasks are distributed:

1. Filter by assignee to see individual loads
2. Use Table view to compare across team
3. Look for imbalances in assignment

### Balancing Work

Signs of imbalance:

* One person has many urgent tasks
* Many tasks are unassigned
* Some team members have nothing assigned

Solutions:

* Reassign tasks from overloaded members
* Have available members self-assign
* Review priorities and postpone lower items

## My Tasks View

Every team member has a personal task view:

### What It Shows

* All tasks assigned to you
* Across all projects you're in
* Sorted by due date or priority
* Filtered to active statuses by default

### Accessing My Tasks

* Click **My Tasks** in the sidebar
* Or filter any view to show tasks assigned to you

## Assignment Best Practices

<AccordionGroup>
  <Accordion title="Assign one owner">
    Every task should have one clear owner. If multiple people are involved, create separate tasks or use collaborator mentions.
  </Accordion>

  <Accordion title="Consider expertise and capacity">
    Assign based on who has the skills AND the availability to complete the task effectively.
  </Accordion>

  <Accordion title="Don't assign too far ahead">
    Avoid assigning tasks that won't be worked on for weeks. Assign when work is ready to begin.
  </Accordion>

  <Accordion title="Update stale assignments">
    If an assignee hasn't made progress, check in. The task may need to be reassigned or clarified.
  </Accordion>

  <Accordion title="Use AI for appropriate tasks">
    AI coworkers are great for specific task types. Match the task to the AI's capabilities for best results.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Can't find someone in the assignee list">
    * Check they're a member of the project
    * They may need to be invited to the project first
    * Verify they have the correct role/permissions
  </Accordion>

  <Accordion title="Assignee didn't get notification">
    * Check their notification settings
    * Verify email notifications are enabled
    * Ensure the assignment saved (refresh and check)
  </Accordion>

  <Accordion title="AI coworker not completing task">
    * Verify the task description is clear
    * Check if the AI coworker has the needed capabilities
    * Some tasks require human intervention
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="AI Coworkers" icon="robot" href="/ai-coworkers/overview">
    Learn more about AI capabilities for task completion.
  </Card>

  <Card title="Roles and Permissions" icon="user-shield" href="/collaboration/roles-permissions">
    Understand who can assign and be assigned tasks.
  </Card>
</CardGroup>