Ways to distribute tasks among multiple users or roles

Some tasks are just too big to handle alone; others require collaboration. When collaboration is needed, Scoro offers several ways to distribute the work. Choosing the right method depends on whether you want your team to collaborate on a single task, work on individual copies of the same task, or break a larger item into smaller sub-components.

In addition to getting a good overview of the assignees and their completed work in the task detailed view, you can get accurate reporting on all time spent in the detailed work report, and later invoice the customer for the work done with the time-billing function.

1. Assigning multiple users and roles to a single task

Any task in Scoro can be assigned to multiple users and roles (if role assignment is enabled on your site). This way, the workload is divided into manageable pieces among the team, and each doer can log their work time under the same task.

You can assign multiple assignees to a task from the task detailed view and task modify view.

To assign multiple users or roles from the task detailed view:

1. Click on the assignee icon to open the Assign to modal:
   • If the task is unassigned, use the Unassigned icon.
   • If the task has assignees, click any assignee's avatar.
2. Select the necessary users or roles (requires role assignment to be enabled on your site) and click Apply.

To assign multiple users from the task modify view, simply select the necessary users and roles (if role assignment is enabled on your site).

When multiple users are assigned to a task, it is added to each assignee's task list, and they can start working on their part and log their work time for it.

2. Creating individual copies of the same task for each assignee

You can also easily create the same copy of a task for each individual ask assignee without having to create each task separately. To do this:

1. Start creating a new task and assign the necessary users and roles (if role assignment is enabled on your site).
2. Tick the Create an individual task for each user checkbox, make any other changes as needed, and click Save.

Once saved, Scoro will automatically create the same task for every user, so each user has their own task to log their work.

3. Breaking down a task with subtasks

If your site uses subtasks, you can break down multi-step deliverables involving different specialists and dependencies into granular, manageable pieces of work without losing the bigger picture.

To break a regular task down into subtasks:

1. Open the regular task's detailed view.
2. In the Subtasks section, click the Add subtask button to add a new subtask.

For more information about using subtasks, see our Work planning with subtasks article.