Sharing tasks with people

Let’s face it. We can’t do everything ourselves.  There will be times when a task needs to be delegated.  And what better way to do this than via Get It Done.

It’s not necessary for a teammate to have a Get It Done account in order to add the person.  You could create a teammate called “Dad” and just throw tasks in there (i.e. “car making funny noises”) for next time your father comes up to visit.  Since Dad likes to fix things, why not have a to do list handy in case he asks “Is there anything you need help with now that I’m here?”.

Get It Done can even print your list in an easy-to-read checklist format that’s sure to make any organized Dad proud.

To add a teammate, click the “Add/Edit People” button under the “People” category in the left column.  The following dialog should pop up for you.  If your teammate has a Get It Done account, enter a name and his/her email address.  Make sure it’s the email address he/she uses to login into Get It Done.  If your teammate is not a member of Get It Done, no problem!  We’ll shoot that person an email inviting him/her to join.

 

Adding People to Get It Done

Adding People to Get It Done

 

For this example, we’ll call the new teammate, Santa.  You can have more team mates besides Santa.  You can add his elves and the Easter Bunny, too.   Whomever you like.  Go nuts!

To assign a task to Santa, simply drag the task over to his name.  That task will be removed from your view.  You can only see that task when you go into Santa’s folder now.  When Santa checks off the task, you’ll see it checked off in your list.

 

Assigning a Task to a Teammate

Assigning a Task to a Teammate

 

If Santa has an email address, he will get an email notifying him of the task you just assigned to me.  New tasks automatically get put into his Inbox.  He can then choose to move the task into the other focus groups and categorize it according to his priority.  You cannot see what he does to the task but you will know when it’s complete.

Once Santa marks the task as complete, it will show up  in your Santa list as complete.  Not to worry.  Santa won’t be able to see your tasks.  He will only be able to see those assigned specifically to him.  Teammates work in both directions.  He can also assign tasks to you.  And you’ll be notified the same way via email when he does so.  You’ll also be able to tell which ones he has assigned to you.

 

Assigned Task in List

Assigned Task in List

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