Assigning to a teammate
Hand a task, a client or a deal to someone on your team; they get one bell alert, and it shows up in their own lists.
Updated 4 Nov 2026
On a team, work moves between people: you met the buyer, but Priya prepares the quotation. KretaOS lets you put a task, a client or a deal on a teammate, and tells them once that it is theirs.
These controls appear when your workspace has two or more people.
Assign a task
When you add it: in Agenda, the box at the top has a person picker (Who this is for) beside Date. It starts on you. Choose a teammate, or Anyone to leave it unassigned.
On a client's page: the Next step card has the same picker under its day buttons, beside In the loop.
After it exists: every task row has the same picker (Assign to a teammate), showing the person's first name or Anyone. Change it and the task moves.
With Ask AI: "remind Priya to send the GST invoice to Mehta Textiles on Friday", or "give the Kanpur follow-up to Arjun". If "Priya" could be two teammates, it asks which one you mean.
What the teammate sees
- One bell alert: Rohit handed you a task, with the task's title and an Open link to the client it is for (or to Agenda, for a task with no client). Handing someone something never sends them an email, and assigning to yourself is silent.
- Their own lists: the task shows on their Home under Mine and in their Agenda.
- The morning brief: an assigned follow-up that is overdue, due today or coming up reaches its assignee's 8 AM email, as well as the client's owner.
A task left on Anyone appears on everyone's Mine list until someone takes it.
When you hand a task to someone else, you are put in the loop on it, so you hear when it is finished or if it slips a week. See Keeping a teammate in the loop.
Hand over a client or a deal
- A client: open it, press Edit, and choose the teammate under Owner. To add helpers without changing the owner, tick them under Team — also working this client; each one gets an alert that you added them. See Client collaborators.
- A deal: on the Deals board, or on the client's Deals tab, press the owner's initials on the deal (or ⋯ › Change owner).
- With Ask AI: "make Arjun the owner of Surat Silk Mills".
The new owner gets one bell alert.
Good to know
- Assigning changes whose list it is on, never who can see it. Mail synced from a teammate's inbox stays private to the people on that thread, even if you are added to the client.
- Moving someone's whole book when they leave or change team is a handover. See Handing over clients and When someone leaves.
- The alert reaches their phone too if they have switched on notifications. See Notifications and push.
Related
- Tasks and reminders — Jot a follow-up or reminder in plain words; KretaOS works out the client, the day and the time, and shows you what it filed.
- Keeping a teammate in the loop — Put teammates in the loop on a task so they hear when it is finished or slips, and Cc them on an email so they get the real mail.
- Client collaborators — Set a client's owner and add the teammates who also work it, so it shows up in their list and their digest.
- Transfer clients to a teammate — Move some or all of a teammate's clients, with their open follow-ups and deals, when they change team.
- Notifications and push — What the bell tells you, how to mute the alerts you don't need, and how to get them on your phone or computer.
Or write to contact@tamkis.com