Here is an article on Multiple Assignees where anyone is able to complete the task
We are working on a feature that will allow you to assign multiple people to a single task and require them ALL to complete that task before it will be marked complete in the plan.
In the meantime, here are 2 different ways to set up your plan that is a workaround to assigning multiple people who all must complete a task
- Create a task group with the name of the task and create multiple duplicate tasks inside of that group. Assign each one of those duplicate tasks to a different collaborator/client.
- Create a task and create as many assigned checklist items inside that task. Each of those checklist items can be assigned to a different collaborator/client.
Now, let's go into detail on how to complete each of those workarounds
Create duplicate tasks and assign each of them to a different collaborator
This is my preferred solution as it helps to keep the plan more organized
- Create a new Task Group. I recommend naming it the same or similar to the task you would like your clients to complete
- Create a Task inside of that task group. Finish making all the changes you need to do for that task - attach files/write your description/add your due dates etc.
You can also drag in an existing task from another group.
Note: Do not assign this task to anyone yet - When you are done making changes to the task, click on the ... menu on the right hand side and select Duplicate Task
- After you have all the tasks duplicated, you can then assign each of them to a different person
They will get a notification when the task is assigned, and you can keep track of when they complete their tasks inside of the group. This is easy to do as all of the tasks are contained in one group and you will see at a glance which task have already been completed and by which client
Create multiple checklist items inside of one task
- Create a task. I recommend assigning this task to yourself.
You can also use an existing task. - Inside the task modal, set the Call to action for the assignee to Complete Checklist from the dropdown
- Select Checklist from the right hand side menu
- Name the checklist items the same or similar to your Task for better organization. There is an assignment icon on the right hand side of each checklist item, assign each of the items to the people you want to complete the task.
- Once the checklist items are assigned, they are treated as tasks on the collaborator side. They will receive an email that they have been assigned a task, and they will see that task appear in their my tasks page as they would any task.
- They will be able to see a detailed view of the task if they click the button on the upper right hand side of the task card. So you can add a description/attachments etc to the Task.
Note: as a collaborator, they will not be able to make edits on the main task modal, just view the info and mark the checklist boxes.