Assigning a step to a team member

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Assigning steps to team members makes it clear who is responsible for each stage of a job. Assigned members get a "You're Up" notification when it's their turn to act.

Assigning at the step level

1. Click Edit Trak to enter edit mode on the job
2. Click the assignee icon on the step you want to assign
3. Select one or more team members from the list — each has a checkbox
4. Click Save to exit edit mode and save the assignments

Assigning at the job level

You can also set a job-level assignee using the assignee button in the job header. This applies to the whole job, but step-level assignments override it for individual steps.

Multiple assignees

Multiple team members can be assigned to the same step. All of them will receive a notification when the step becomes active.