The Teams & Tasks page provides tools for organizing team members and managing task assignments within your project.
Teams
Project-level team management lets you control which team members have access to the project and what responsibilities they hold.
Assigning Team Members
Open Teams & Tasks
Navigate to Teams & Tasks from the Project Home.
Add Team Members
Select members or teams from your organization to add to the project.
Configure Assignments
Set up task assignment rules and workload distribution preferences.
Tasks
Tasks represent units of work within the project, typically involving document review, data validation, or quality checks.
Task Assignment
Tasks can be assigned to team members:
- Manually — Assign specific tasks to individual team members
- Round-robin — Distribute tasks evenly across available team members
- By template — Use task templates to auto-assign based on rules
Task Status
Track task progress through configurable status values. Tasks move through statuses as team members review documents and complete their work.
Use task templates to standardize your review workflows and ensure consistent task creation across your team.
