Assign a Task

Assigning a task ensures the right team member receives responsibility for the work. You can set an assignee when you create a task or change it at any time after the task exists. Keeping assignments current helps your team track ownership and stay on top of deadlines.

Assign a task when creating it

When you create a new task, you can assign ownership before saving. The assignee you select will be responsible for completing the task once it is created.

1. Start creating a task from the global + Create button in the sidebar and select Task, or go to the Tasks tab inside a case.
2. Fill in the task title and other details.
3. Click the Assignee field to open the dropdown.
4. Select the team member you want to own the task.

Reassign an existing task

You can change the assignee on any existing task in a few clicks. The new assignee takes over responsibility as soon as you confirm the selection.

1. Open the task from the task list or from a case.
2. Click the Assignee field to open the dropdown.
3. Select the new team member.
4. The task is updated immediately — no save button is needed.

Note: You can only assign tasks to members of your firm who have an active account in Clasp.

Assign a task to yourself

Tip: To quickly take ownership of a task, select your own name from the Assignee dropdown. The change applies instantly so you can begin work right away.

Related: Create a Task · My Tasks · Set a Task Due Date · Custom Task Statuses