Assign tasks

How can I assign a task to a team member from Coach?

For streamlined communication, Delaget provides an ‘Assign Task’ feature to easily send actionable items to your team members. Use the below instructions to get started with assigning tasks.

1. Log into Delaget Coach and navigate to any metric page by clicking on the tile shortcut or by using the navigation drop-down on the homepage.
2. Scroll down to the 'Matrix Grid' view of the page.
3. In the top left corner of the Matrix Grid, click on 'Create Task'.
   
4. Configure the Category, Assign To, Summary, and Description fields to your liking.
   
5. Make sure 'Send Task as Email' is checked.
6. Click 'Create Task'. Your message will be sent as an email to the designated recipient, and they will receive an email prompting them to log into Coach to view the page you originated the task from.