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Assign a task to a person or an AI agent

Decide who — or what — handles a task. Give it to a specific person, or hand it to an AI agent that can carry out the work automatically once you've told it what you need.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the assignment section on a task​

In the task details, scroll down to the assignment area. You'll see who the task is currently assigned to and how it's assigned.

Open the assignment section on a task

Step 2: Choose who's doing the work​

Pick whether the task goes to a person or to an AI agent. The fields on screen will change depending on which you choose.

Choose who's doing the work

Step 3: Give the task to a person​

If you're assigning to a person, pick them from the list of team members. The task is now theirs.

Give the task to a person

Step 4: Pick an agent to handle it automatically​

If you're assigning to an agent, choose one from the list. PlanOps will then show you the tasks that agent is able to run.

Pick an agent to handle it automatically

Step 5: Choose what you want the agent to do​

From the list of tasks that agent can run, pick the specific one you want it to carry out for this item.

Choose what you want the agent to do

Step 6: Fill in what the agent needs to know​

Complete any fields the agent needs before it can run, using the suggested defaults where they're given to save you time.

Fill in what the agent needs to know

Step 7: Save the assignment​

Confirm your choices to update the task with its new assignee — whether that's a person or an agent — along with any details you've entered.

Save the assignment

Last updated: 2026-07-04