β¨ Introduction #
Kaamfu lets you create, assign, and manage tasks efficiently within your team. Using the Work Panel, you can assign tasks to existing users, add new tasks for existing users, or assign tasks to entirely new users, ensuring everyone stays updated and productive.
π― Why This Feature Matters #
Task assignment in Kaamfu ensures:
- Team members know exactly what they need to work on.
- Managers and leads can track progress and accountability.
- Collaboration happens within context β all conversations and updates stay tied to tasks.
These features reduce confusion, streamline workflows, and keep your team aligned.
π€ Who Should Read This #
This article is relevant for:
- Team Members β who receive and act on tasks.
- Project Managers / Team Leads β who create, assign, and oversee tasks.
- Admins β who may need to onboard new members and assign them tasks.
π What This Guide Covers #
This guide covers:
- Assigning an existing task to an existing user.
- Creating a new task and assigning it to existing users
- Assigning a task to a new user who isnβt yet part of Kaamfu.
π Feature Overview #
Tasks in Kaamfu live in the Items sub-panel within the Work Panel. Membership and assignment can be managed directly from each Item. You can assign tasks in three ways:
- Assign an existing task to an existing user.
- Assign a newly created task to an existing user.
- Assign a task to a new user.
Each task comes with a contextual conversation panel and activity notifications so assignees are alerted instantly.
π‘ Key Benefits #
Using Kaamfuβs task assignment features helps your team:
- Stay organized β everyone knows their responsibilities.
- Collaborate effectively β context and updates are centralized.
- Act fast β notifications ensure tasks are seen and started promptly.
π οΈ Step-by-Step Instructions #
Scenario 1: Assigning an Existing Task to an Existing User #
Step 1: Open the Work Panel and click the Space containing the task.
Step 2: Click the Boards sub-panel and select the board containing the task.
Step 3: Open the Items sub-panel and select the task you want to assign.
Step 4: Hover over the item β click Options β Membership β select the user from the list.
Step 5: Click Invite.
The user will get notified via their Activity Panel and can start working by clicking the play button on the Item.
Scenario 2: Assigning a Newly Created Task to Existing Users #
Step 1: In the Work Panel, click the + icon next to Spaces and create a new Space.
Step 2: Click the new Space β go to Boards β click + to create a new Board.
Step 3: Select the Board β open Items β click + to create a new Item. Give it a name and press Enter.
Step 4: Hover over the Item β click Options β Memberships.
Step 5: Select team members from the Directory β click Invite.
Users receive notifications and can access the Item immediately.
Scenario 3: Assigning a Task to a New User #
Step 1: Open the Work Panel β select the Space β Board β Item.
Step 2: Hover over the Item β click Options β Membership.
Step 3: In the search bar, enter the new userβs email β click Invite.
If the new user has an existing Kaamfu account, theyβll be notified instantly. If not, they must sign up first to access the Item.
πΈ Suggested GIFs / Screenshots #
- Workflow from Space β Board β Item β Assign Membership.
- Notifications in the Activity Panel when a user is invited.
- Search and invite for a new user.
π Related Resources #
- Exploring the Work Panel in Kaamfu
- How to Use the Navigation Panel in Kaamfu
- How to Track Team Activity in Kaamfu
These resources provide context for managing Spaces, Boards, Items, and team workflows efficiently.