Assign a guide as a task
Team plan and up
Give someone a guide, a due date, and a place to discuss the work.
From a guide
- Open the published guide.
- Choose to create a task from that guide.
- Pick the assignee, due date, and any notes.
- Save. The task appears on the assignee's Dashboard and in Tasks.
Working a task
- Open the task to read the linked guide.
- Leave comments, attach files if allowed, and update status.
- Mark the task complete when the work is done.
Tasks keep the process and the conversation in one place so the guide does not drift from the work.