Team & collaboration
Assigning reports and tasks to team members
Give reporting deadlines and general tasks an owner in the Grant Portfolio.
In a Grant Portfolio workspace, both reporting deadlines and general tasks can be assigned to any active member of your organization.
Open the report or task and use the Assigned to dropdown to pick a teammate — or leave it as Unassigned if it's up for grabs. You can reassign at any time.
Assignees appear right on the report or task, so when you're looking at a busy portfolio it's clear who owns what. Combined with deadline reminders, assignments make sure nothing slips through the cracks as your team grows.