How to assign, review and resolve pending action items
In this article:
You can designate an action item to your colleagues through a comment in the content editor’s activity tracker. Every time you give a task to a team member, Gain lets them know an action item is pending. Additionally, you’ll be able to track any pending items you’ve assigned to others, and you’ll be notified automatically by Gain when your team members resolve their tasks.
Note: You can assign tasks to one person at a time.
To get started, mention your teammate and check the Assign to… Mentioning your colleagues and assigning action items will trigger a real-time notification.
You can add the same action item to several pieces of content from both the calendar or list view in addition to the activity tracker in the editor.
Important: Tasks and comments can be edited or removed within 15 minutes of their creation.
Assigning a task to multiple items
To add a task on several pieces of content, select the content from the calendar or list view, then follow the steps:
- Select the three dots on the menu and click Add Comment.
2. “@” mention a colleague by name, check the Assign to box, and then click Comment.
Review and resolve tasks
Each time a task is assigned, team members will receive an in-app notification, a desktop notification, and an email in real-time. Each user can turn off desktop and email notifications from their Notification Preferences “⚙.”
The clipboard icon, located next to the “🔔” icon in the navigation bar, allows you to review and resolve all tasks. Each task will display the comment, the workspace, the channel or file folder, and the Content # ID.
Assigned to me
The Assigned to me tab will contain all your pending action items. A preview of the content will appear when you hover over the post ID, and clicking on it takes you to the editor.
To resolve this task, click Resolve from the activity tracker in the editor. When you complete your assignment, the person who assigned it to you will receive a notification once you click Resolve.
Assigned by me
The Assigned by me tab will list any action items that were assigned by you to other people. You’re able to resolve or delete pending items on behalf of the person whose task you’ve set.