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Default follower and assignee in To-Do list

Thanks to default followers and assignees of the tasks, in particular To-Do list, you can preset who receives notifications. You can set who is notified about new activities in the existing or new tasks.

It also enables to set the default assigned user of the tasks. We would recommend this feature in case you create tasks from email in particular To-Do list. The task has an assigned user and you prevent forgetting.

Both features can be set in particular To-Do list via three-dot menu and option Set up followers and assignees…

Go to a particular To-Do list and set followers and assignees.
Go to a particular To-Do list and set the followers and assignees.

This feature is great for example in kanban, where you have To-Do lists organised per task status (Inbox, In progress, Done). If you set up users who follow a To-Do list In progress, every time when another task is moved from a different To-Do list, they receive a notification.

Keep an eye on the current task status with kanban.
Keep an eye on the current task status with kanban.

It helps you keep an eye on the progress and secure smooth flow and cooperation.

If you are a follower of a To-Do list, you will receive a notification if another user moves a task to it/out of it.

Demonstration of moving a task and another user (who is a follower of the To-Do list) receiving a notification about it.
Demonstration of moving a task and another user (who is a follower of the To-Do list) receiving a notification about it.

How to setup followers in To-Do list

This feature is useful, when you want the users to:

  • Know about everything, that’s going on in a To-Do list, for example new added tasks.
  • Notice users about changes in the tasks.

These users can be changed anytime. They will be default followers in all new added tasks.

Go to project detail and find a particular To-Do list you want users to follow. Via the three-dot menu on the left select Set up followers and assignees… In the upper part click the checkbox Switch on To-Do list following… and select particular users you want to notify. Confirm via Save.

Choose particular users who will be always notified.
Choose particular users who will be always notified.

In case you want the users to follow the existing tasks as well click the checkbox Enables following of existing tasks for the users selected above. Selected users follow all existing and new added tasks as well.

Setup following of the existing tasks for other users in the To-Do list.
Setup following of the existing tasks for other users in the To-Do list.

How to set up assignees in the To-Do list

You can set up a default assigned user for all the tasks, in particular To-Do list. The user is automatically assigned to the new tasks.

It is a very useful feature when creating tasks from email for example to Inbox To-Do list. It prevents forgetting a task because it does not have an assigned user. Selected user is assigned directly when the task is created.

In the section Default task assignee chooses a user. Confirm via Save.

How to set up default solver of the tasks in the To-Do list.
How to set up default assigned user of the tasks in the To-Do list.
Updated on 14.11.2023

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