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Add assignee date

welcome to in folio guides in this video you will learn how to collaborate on your projects in an folio invite team members in folio is great for managing personal projects it is simple and flexible enough to support a solo warrior and this is why you can create a personal project but let's face it most of the time things we do involve other people so let's invite others to help if you are an in folio admin in your team you can invite new team members using the team hub just click on your team name in the left panel and then switch to members tab in the top menu type in emails of your peers to add them to the users list now assign tasks to them if you've been invited to a team in an folio though you won't be able to invite new team members unless you are granted the admin rights however you can always register a new team and invite people to it just use the profile menu in the bottom left corner so you have a team now and it's time to manage some tasks and delegate like a pro assign tasks and set due dates when you move your mouse over any tasks you'll see two icons in the corner assigned tasks and set due date click on the assign icon and choose any person from the list to assign the task to use the same approach for setting the due date this also works from the task fullscreen view as a general practice it is a good idea to have all tasks assigned to someone with due dates set that way there is always a person responsible for each task and if the task goes through phases and needs changing hands it can always be reassigned alternatively you can agree with your team that only tasks and certain statuses should be assigned that way you can add as many ideas as tasks to your backlog as you want without putting extra pressure on the team group tasks by assignee by default your tasks are grouped by list you can also group them by assignee once you have assigned all the tasks just switch grouping to by assignee and you'll see columns with people's names on top this way you can always see who is busy with what you can also change the tasks priority by changing their order for a particular team member this won't affect the order in the group by status or group by list views what's more you can just as easily reassign tasks by moving them from one column to another don't forget about the column with your name on the top task comments communication is the key to successful project management it's always a good idea to discuss tasks with people you've assigned them to sometimes you can do it in person but if you have a distributed team which is often in these days or if you just want to leave a paper trail feel free to use task comments open any task card by clicking on it and you will see the task activity panel on the right there you can see the history of a particular task and who is responsible for every action and you can leave comments in the same panel type the @ symbol to open the list of team members involved in the project to mention them project chat every project has a place to chat about general things with everyone who was invited to that project we call this place a project chat yeah a bit of a cliche we no click on the project chat in the left panel in order to open it there you have a dedicated chat room or a channel for all things related to your project by default all projects are visible to everyone who is invited to your in folio team but you might need to restrict some projects to only a limited subset of people when creating a new project or editing an existing one choose selected members to show the list of team members and select only those whom you want to grant access to your project when assigning tasks in a restricted project you will only see team members who have access to it the same applies for at lists and comments and chats [Music]