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.

Access Level	Capability
No access	The user can only change assignees for tasks where they are currently a performer.
User's department	The user can manage tasks assigned to their department or tasks with no assigned department.
User's department & sub-departments	The user can manage tasks in their department, all nested sub-departments, and tasks with no department.
All departments	The user can manage assignments for every task in the system.

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.

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.

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.

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.

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.

System behaviour and specifics

Rules

• 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.

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

Assignment after closed reporting period

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