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Assign to a colleague

Give a colleague responsibility for a review, so everyone in the team can see who's handling it.

Replies and reports1 min read
On this page
  1. How to assign
  2. Remove the assignment
  3. Good to know
  4. If it doesn't work

If there are several of you in the team, you can assign a review to the colleague who should handle it. The colleague's first name is then shown next to the review in the list.

How to assign

  1. Open Reviews in the dashboard.
  2. Open the menu with the three dots next to the review.
  3. Choose the assignment:
  • If you only have one colleague, it says Assign to and the colleague's name. Choose it, and it's done.
  • If there are several of you, choose Assign to a colleague. Choose the person in the list and choose Assign. You can also choose yourself, marked with you.

It says Assigned to and the colleague's name, and the first name is added as a tag next to the review.

Remove the assignment

Open the menu again and choose Remove assignment. It says The assignment has been removed. If you want to give the review to someone else, remove the assignment first and assign it again.

Good to know

  • Only colleagues who have accepted the invitation to the team are on the list.
  • The colleague doesn't get an email about the assignment. It's shown in the list.
  • The assignment is only visible to your team, never to the customer.
  • One review can have one colleague at a time.

If it doesn't work

  • No colleagues: you're alone in the team. Invite a colleague under Settings, Team and roles. Read Invite colleagues.
  • If the item is grey with a colleague in the team, your role doesn't have permission to assign. It requires Owner, Admin or Can reply.
  • If a colleague is missing from the list, they haven't accepted the invitation yet.
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