How do I delegate to-dos?

With Whiteboard, you can delegate tasks to team members and individuals so that things don’t fall through the cracks and everyone is on the same page.

  1. When you create a to-do in a shared workspace, you can delegate a tasks by selecting an individual in the ‘assignee’ field.Screen Shot 2015-10-28 at 2.38.08 PM
  2. Once you have selected the individual and hit save on the to-do, their photo will appear next to the to-do that they have been assigned to. You can now quickly glance and see who is responsible for what tasks within the workspace.Screen Shot 2015-10-28 at 2.38.28 PM
  3. If you want to change or update the assignee you can do so by clicking on the pencil icon once you have selected the to-do. 
    Note: You can get to the edit screen of a to-do by double clicking it in the column of to-dos.
    Tips and tricks: For unassigned to-dos, individuals in the workspace and quickly assign themselves to the to-do by selecting one of the actions (Later, Today or Done)