Assign and Manage Tasks
Give every task an owner, a link and notes — then nobody has to ask what or who.
Why it matters: Assignment turns a list into accountability; links and notes remove the friction of finding context.
Before you start
- Tasks created in your roadmap
Step-by-step
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1
Assign an owner
Select a user in the Assigned User column for each task.
Step 1 — Assign an owner in the Kleverish dashboard -
2
Attach context
Add the relevant URL in Link and provide additional information in Notes.
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3
Adjust as needed
Edit the week, priority, or due date as needed. Select the required rows and click Save Selected Row.
Expected result
Every task has an owner, a deadline and its context attached.
Helpful tips
- Assign at the weekly planning meeting so ownership is agreed, not imposed.
Common mistakes
- Leaving Assign User empty on important tasks — unowned tasks quietly die.
Troubleshooting
A teammate doesn't appear in the list
They need to be part of your account/team — check your plan's user settings or contact support.
Related guides
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