As you start the journey to implement guidelines, you could have a lot of tasks to accomplish. Here's how you can assign tasks to your team:

When you're inside a Guideline section, you can:

  • Select the edit icon

  • Assign a due date

  • Assign the task to someone on your team

  • Save the task

Then, team members can see their tasks by going to "My Tasks" in the navigation.

Creating New Tasks

Perhaps a guideline inspired you to take another related task? You can select the "Add Item" button at the end of any task list. This can help you customize the guidelines to adapt for your business.

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