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. Aligned sends the assignee an email notification that links directly to the Plan section, with no login required. 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 receive an email notification that links to the Plan section.
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.
What the Buyer sees
The assignee receives an email notification that links to the Plan section.
The assignee opens the link and reviews 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
Q: My prospect/customer didn’t receive the task notification email.
Answer: Re-assign the task using the assignee’s email address in the Assignee field or click Notify Assignees.
Q: I can’t assign a task to a prospect/customer.
Answer: Assign the task from the Plan section using the Assignee button (person icon).
Pro-Tips
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.
