How do I assign tasks, ideas, or sticky notes?

Use the checkmark icon in the bottom right corner of a sticky note to assign it as a task.

Assigning a task, or sticky note, to an individual ensures that every participant in your Storm or Team knows who is responsible to work on, or follow up on, an item.  You can assign Tasks to any user in your Team.

When you return to your Storm, you'll be able to mark things as completed and follow up on ideas that are yet to be completed.

To Assign an Idea

All the sticky notes have this option. You can assign stickies to any users in your Team.

  1. Click the grey checkmark located on the bottom right corner of the sticky. 

Stormboard sticky note


2. A new menu will open where you can assign the idea (sticky) to a particular participant in your Storm or your Team. Next, set up a due date (you can leave the Due Date set to "No Due Date" if you would prefer).


Screenshot 2023-03-01 at 9.12.08 AM


The sticky will now have the avatar or initials of the person it has been assigned to in the bottom right corner. The person who is assigned the task will be notified via email. If the user assigned a task is not a member of the Storm, the user can request access to the Storm to view the assigned task.

Stormboard sticky with assigned task

When the Assignment/Task is complete:

  1. Click on the avatar or initials in the bottom right corner of the sticky/idea you have completed to save it. 

Stormboard sticky with due date

 

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