Assign a Technician

Assign actions to specific users or teams to ensure clear responsibility and keep work organized. Assigned users receive notifications and can update the action's progress.

Before You Start

• The user or team must already exist in Zeltask
• You need permission to create or edit actions

Assign During Action Creation

1. Open the Actions module from the navigation bar
2. Click Create Action
3. Fill in the required fields (title, category, type, etc.)
4. In the Assignment field, select either:
   • A specific user
   • A complete team
5. Click Submit to save the action

[Screenshot: Action creation form with the Assignment field expanded showing user and team options]

Reassign an Existing Action

1. Open the Actions module from the navigation bar
2. Click on the action you want to reassign
3. Click Edit
4. In the Assignment field, select a different user or team
5. Click Submit to save changes

[GIF: Changing the assignment from one user to another in the edit form]

User vs. Team Assignment

Assignment Type	When to Use	Who Receives Notifications
Specific User	Task requires a particular person's skills or availability	Only that user
Team	Any team member can complete the task	All team members

What Happens After Assignment

When you assign an action:

• The assigned user or team receives a notification
• The action appears in their task list
• They can update the status and record progress
• All activity is tracked in the action's history

[Screenshot: Action detail view showing the assigned user with their name and avatar]

Tips

• Assign to a team when any member can complete the work
• Assign to a specific user for specialized tasks or accountability
• Check user availability before assigning time-sensitive actions
• Reassign promptly if the original assignee is unavailable