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Assign tasks to team members or agents

Use the task assignment widget to assign work to a specific user or an AI agent task, and configure any required task inputs.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the task assignment panel​

In the task details view, scroll to the assignment section to display the task assignment widget showing the current assignee and assignment type.

Open the task assignment panel

Step 2: Choose how the task will be assigned​

Use the assignment type options to switch between assigning the task to a human user or to an agent task, updating the available fields accordingly.

Choose how the task will be assigned

Step 3: Assign the task to a specific user​

If you select user assignment, pick a person from the user list so the task is linked directly to that team member.

Assign the task to a specific user

Step 4: Select an agent for automated handling​

If you select agent assignment, choose an agent from the agents list; the widget will load available tasks for that agent.

Select an agent for automated handling

Step 5: Choose the agent task to run​

From the loaded agent tasks, select the specific task you want the agent to execute for this item.

Choose the agent task to run

Step 6: Configure agent task inputs​

Fill in any input fields required by the selected agent task, using the suggested default values where they are provided.

Configure agent task inputs

Step 7: Save the assignment changes​

Confirm your selections so the task is updated with the new assignment type, assignee or agent, and any configured task inputs.

Save the assignment changes

Last updated: 2026-06-27