Managing actions
Assigning actions
Give the right people the right work.
What you'll learn
- How to choose assignees
- When groups help
Step-by-step guide
Pick people or groups
Assign to individuals when the list is small, or to a group when a whole role needs the same ask.
Check the list before you send
A quick review avoids missing a job-share colleague or including someone who has left.
Tips
- If you assign to a group, keep the group membership up to date after staff changes.
Common questions
Can someone see actions that are not theirs?
Members mainly see what is assigned to them. Leaders with the right role can see wider progress.