Assign tasks in the Plan section to drive a shared timeline inside the Room. Add an assignee and (optional) due date so everyone tracks next steps in one place. Assigning a task does not email the assignee on its own — click Notify assignee when you want them to hear about it. Encourage customers to add their own next steps so they commit to dates and owners.
Prerequisites & Requirements
Plan: All plans
Permissions: Any user with edit access to the Room.
Technical Specs: Assignees are emailed only when you click Notify assignee, or automatically once a task is one day overdue. The email links straight to the Plan section, with no login required.
How to assign a task in the Plan section
Open the Room.
Go to the Plan section.
Click the Assignee button (person icon).
Type the assignee’s name or email address.
(Optional) Select a Due date.
Save the task.
Click Notify assignee if you want them emailed about it now.
What the Buyer sees
Nothing lands in the assignee's inbox until you click Notify assignee, or until the task is one day overdue.
The email links to the Plan section, and the assignee opens it to review the task.
How to mark a task as completed
Go to the Plan section.
Click the circle to the left of the task.
What the Buyer sees
The buyer sees the task marked as completed after clicking the circle.
Troubleshooting & Error States
My prospect/customer didn’t receive the task notification email.
My prospect/customer didn’t receive the task notification email.
Assigning a task does not send an email on its own. Click Notify assignee to send one. If you already did and it hasn't arrived, check that the assignee was added by email address.
I can’t assign a task to a prospect/customer.
I can’t assign a task to a prospect/customer.
Assign the task from the Plan section using the Assignee button (person icon).
Pro-Tips
Assign the tasks first, then click Notify assignee once — that way the buyer gets one email instead of a run of them.
Ask the customer to add their own next steps in the Plan section so they commit to owners and due dates.
Assign one task per milestone (security review, legal review, procurement, signature) so you can mark completion with the circle and track progress.