Assign and track tasks
Assign work by commenting with a mention and a due date, then track assignments and completion on the activity list and dashboard.
Try it in CybervergentOverview
Turn a comment into an assigned task and follow it to done.
Step-by-step
- 1 Open the 'Activity' tab on an artefact or assessment.
- 2 Enter a comment and @mention the person to assign, then set a 'Due date' in the popover.
- 3 Click 'Submit' to create the assignment.
- 4 Each assignment shows the assignee, the comment, and the due date or 'Done in' status, with a 'Delegate' or 'Auditor' badge where relevant.
- 5 The assignee ticks the checkbox to mark it 'Done'.
- 6 Track completion on the initiative dashboard's 'Activities' view (Done, Overdue, Total).
Related articles
Activity & Timeline View the activity timeline See who did what and when across initiatives, artefacts, entities, and risks. Conversation & Mentions Comment and mention teammates Hold a conversation on an item and pull in teammates with @mentions. Delegation & Access Delegate access to collaborators Bring people from other organizations into an initiative.