# Assignee management

## Overview

This feature allows managers to assign, change, or remove performers for tasks directly within the mobile application.

Assigning performers is available only to users who has a **Manager role**. However, the scope of editable tasks is based on their “**Edit other users’ tasks**” access level.

<table><thead><tr><th width="192.39996337890625">Access Level</th><th>Capability</th></tr></thead><tbody><tr><td>No access</td><td>The user can only change assignees for tasks where they are currently a performer. </td></tr><tr><td>User's department</td><td>The user can manage tasks assigned to their department or tasks with no assigned department.</td></tr><tr><td>User's department &#x26; sub-departments</td><td>The user can manage tasks in their department, all nested sub-departments, and tasks with no department.</td></tr><tr><td>All departments</td><td>The user can manage assignments for every task in the system.</td></tr></tbody></table>

## How to open the Members list

A manager can open the Members list in two ways:

### Option 1: From Task details page

1. Open the specific task.
2. Click the **Assignee** icon.
3. The system opens a Members list in the pop-up window.
4. Click **Back** button to return to the Task details.

{% @arcade/embed flowId="4OWsFqHH0ZcGAcduzLo5" url="<https://app.arcade.software/share/4OWsFqHH0ZcGAcduzLo5>" %}

### Option 2: From the Task list page

1. Locate the task in the list view.
2. Click the **Assignee** icon directly on the task card.
3. Check the Members list and click **Back** button to turn back.

{% @arcade/embed flowId="XjXvHZowMu1yR0JGEx1C" url="<https://app.arcade.software/share/XjXvHZowMu1yR0JGEx1C>" %}

## Managing performers

### Assigning a performer

1. Open the **Members list**.
2. Click the **Unassigned** slot.
3. In the Select performer window, choose a user from:
   * **Suggested candidates**: Recommended performers based on the task.
   * **Other users**: All other available users.
4. Click **Save**.
5. **Result:** The user is assigned to the task, receives a notification, and the task appears in their personal task list.

{% @arcade/embed flowId="W0CC8JTHRWxgAmDghzR0" url="<https://app.arcade.software/share/W0CC8JTHRWxgAmDghzR0>" %}

### Changing a performer

1. Open the **Members list.**
2. Click the slot containing the currently assigned performer.
3. Select a new performer.
4. Click **Save**.
5. **Result**: The previous performer is removed, the new performer is assigned, and both users receive relevant notifications.

{% @arcade/embed flowId="syCSbKsPF0D2JaNQ7AUd" url="<https://app.arcade.software/share/syCSbKsPF0D2JaNQ7AUd>" %}

### Unassigning a performer

1. Open the **Members list**.
2. Click the slot containing the assigned performer.
3. Select the **Unassigned** option.
4. Click **Save**.
5. **Result**: The performer is removed from the task, the task is cleared from their list, and the user receives a notification.

{% @arcade/embed flowId="PJUtEIo0c9KmwQ7Qeaw1" url="<https://app.arcade.software/share/PJUtEIo0c9KmwQ7Qeaw1>" %}

## System behaviour and specifics

### Rules

{% hint style="info" %}

* You can assign performers to a task at any stage, including when the task is in the **“In queue”** state.
* Managers can reassign a task even if a user has already self-assigned.
* Managers can override self-assignment when needed.
* Warnings highlight required actions and system limitations.
  {% endhint %}

### Warnings in assignee management

When managing performers, the system may display warnings to highlight missing assignments or important limitations.

#### **Missing performer**

For tasks with **Manual assignment** type, an assigned performer is required.

If no performer is assigned:

* A warning icon ⚠️ appears on the task
* Clicking the icon explains the issue and prompts you to assign a performer

<figure><img src="/files/LqTSAZdGHOyxjkKOzX24" alt="" width="270"><figcaption></figcaption></figure>

#### **Assignment after closed reporting period**&#x20;

If a task is reopened after the reporting period has been closed:

* A warning appears when opening the **Members list**
* You can still assign performers, but:
  * Their work **will not be counted** in the closed reporting period
  * They **will not receive compensation or rewards** for this task within that period

<figure><img src="/files/cbjSdxFinJQOmp7WN9Ch" alt="" width="272"><figcaption></figcaption></figure>


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