Managing Task Members & Roles in Taskify
Taskify allows you to assign tasks to specific team members or clients and manage their roles to ensure clear responsibilities and accountability. Proper member and role management ensures that tasks are completed efficiently and tracked effectively.
1. Assigning Members to a Task
Every task in Taskify can have one or multiple assigned members:
Open the task you want to manage.
Click the Assign Members or Team Members section.
Select team members from the dropdown list.
Save your changes.
Benefits:
Clearly identifies who is responsible for each task.
Helps avoid confusion about ownership.
Ensures accountability for task completion.
2. Role-Based Access in Tasks
Taskify allows you to manage roles at the task level to control what each member can do:
Common Roles:
Admin / Project Manager: Full access to edit task details, assign members, set priorities, and delete tasks.
Team Member: Can update task status, add comments, and attach files.
Client / Viewer: Limited access to view task details and leave comments.
How to Assign Roles:
Open the task and navigate to Members & Roles.
Select the member and assign the appropriate role.
Save changes.
Benefits:
Controls access and permissions for sensitive tasks.
Prevents unauthorized changes.
Ensures everyone sees only what they need.
3. Changing or Removing Members
To change roles, simply update the role from the Members & Roles section.
To remove a member, click the remove icon next to their name.
Always confirm changes to prevent accidental removal.
Benefits:
Keeps task responsibilities up-to-date as team members change.
Avoids assigning tasks to inactive or unavailable members.
4. Best Practices for Managing Task Members & Roles
Assign members based on expertise or responsibility.
Use role-based permissions to control editing and visibility.
Regularly review member assignments to keep tasks current.
Communicate clearly when adding or removing members to avoid confusion.
✅ Summary:
Managing task members and roles in Taskify ensures clear responsibilities, accountability, and secure access. By assigning the right people and setting proper roles, teams can collaborate efficiently and complete tasks on time.