Podio

Assigning tasks to others

January 22, 2024

Contributed by:

P P

You can assign a task to anyone, even if they do not have a Podio account yet. In the Assignee field, simply type in an email address or pick from any of your contacts, and we’ll send them an email with a link to the task on Podio. If they don’t already have a Podio account, they just need to pick a password and they’re in.

Assign New Task

If you create the task on an item, we’ll automatically share the item as well so they have access to information they might need to complete the task. If you don’t want this, just remove the reference on the task creation screen.

Review Agenda

Remember to write a small description to make sure the assignee understands the task and what you expect.

Private tasks are visible only for the user that created the task and the user that is assigned to the task, other users won’t be able to see the task or see the content attached to it. If you need to create a task so other users can see it or an entire Workspace can see it, you need to add a Workspace/App/Item in the Referenced to field and after this, verify that the Privacy field is set to Shared. With this, all the users with accesses to Workspace/App/Item, will be able to see and review the task.

Pro tip: You can also assign a task to an entire workspace. Just start typing the name of the workspace into the contact field, and you’ll see the workspace appear in the drop down menu. Note that doing this will duplicate the task for each workspace member - it will not assign the same single task to each person.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

Was this article helpful

Assigning tasks to others

January 22, 2024

Contributed by:

P P

January 22, 2024

Contributed by:

P P

Assigning tasks to others

In this article