How to use Task Assigner for monday.com

Plan tasks clearly, assign work fairly, and keep your team in sync—right inside your monday.com board.

Follow our quick walkthroughs and step-by-step guides below to get up and running with Task Assigner in minutes. From assigning ownership to rebalancing workloads, everything you need is right here.

Screenshot showing Task Assigner for monday.com

Welcome to Task Assigner! Let's get you started

Hi! I'm Amalia, the Senior Product Marketing Manager for Task Assigner here at Upscale. I know getting started with a new tool, especially one your whole team relies on, can feel like a lot to take in.

That's why we've designed Task Assigner for monday.com to be simple, clear, and easy to learn. On this page, you'll find quick walkthroughs and step-by-step guides to help you assign work with confidence, stay on top of shifting plans, and keep your team moving forward together.

And if you ever need a hand, have a question, or would like a personalised onboarding session—we're always here to help!

Schedule your call

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With Task Assigner for monday.com, you can:

Assign work with clarity and care

Give every task a clear owner, set expectations upfront, and avoid confusion down the line. It's thoughtful, people-first planning that makes sense for you and your team.

Balance workloads in a single view

See who's doing what (and what's coming up next) at a glance. Easily spot overloads or gaps, adjust quickly, and rebalance assignments fairly in just a few clicks.

Connect calendars for smoother planning

Invite teammates to sync their calendars and get instant visibility into availability. Everyone gets notified by email, and in Slack too, if they use it.

Keep everyone in the loop automatically

No more chasing or guessing. With automations and real-time updates in monday.com, your team always knows what they're responsible for and when it's due.

Installing Task Assigner for monday.com

If you've already installed Task Assigner for monday.com and are looking to get started, you can skip ahead to the walkthrough guides below.

If you haven't installed the app yet, just follow these quick, easy steps:

Open the side-view panel.
In the side-view panel, click the '+' button next to the tabs on the top right corner.
From the drop-down menu, select 'Explore more views'.
In the search box at the top, type 'Task Assigner'.
When you see Task Assigner in the search results, click the 'Install' button.
Once installed, the Task Assigner tab will appear at the top of the side-view panel for you to use.
Once the app is open, it is authorised with only one user.

Install Task Assigner for monday.com

How to use Task Assigner for monday.com: step-by-step

Now that you've installed Task Assigner for monday.com, it's time to get started! Follow these mini, interactive walkthroughs below to see how each feature works!

Have any questions or need some extra help?

Reach out to Amalia and the team Schedule your app demo

1. Connecting your Outlook Calendar

How to connect your calendar to Task Assigner

First up, let's show you how to connect your Outlook Calendar to Task Assigner. See how to get your real-time availability synced into monday.com in just a few steps.

This walkthrough covers:

Opening Task Assigner in your board's side-view panel.
Connecting your Outlook Calendar and authorising access.
Seeing your availability instantly reflected in monday.com.

2. Inviting your team to sync their calendars

How to invite your team

Next, let's walk through how to bring your teammates on board, manage your licence limits, and make sure everyone's connected to the app.

Here we cover:

How to select the teammates you want to invite.
Sending email (and Slack) invitations in seconds.
Managing invites as an admin through settings.

3. Syncing your calendar after receiving an invite

How to accept an invite and sync

Got an invite? Great! Let's look at how to sync your Outlook Calendar in just a few clicks so you can start collaborating with your team right away.

Follow these steps to:

Accept an invite from email or Slack.
Authorise Outlook Calendar access.
Have your availability appear automatically in monday.com.

4. Assigning a task using Task Assigner

How to assign a task

Now, learn how to assign tasks with clarity and confidence using Task Assigner. You can match work to the right person instantly, with full visibility into availability and workload.

These steps cover:

Reviewing team availability inside the side-view panel.
Assigning a task with one click.
Unassigning if you need to make a change.

5. Filter when assigning a task

How to filter availability before assigning a task

Finally, we demonstrate how, using the filters function, you can assign work fairly across your whole team. See who's ready to take on more, and who's a little overloaded.

These steps explain:

Filtering by date range or people.
Using the availability toggle to see team capacity.
Switching between filtered and full team views.

Useful resources

Blog

Want to get deeper into the details? Read our blog for how-to guides, example use cases, feature explainers, and more. Whether you're just getting started or ready to dig deeper, it's all here.

Read the blog

Support portal

Got a question or hit a snag? Our support team is on hand to help, no matter how specific your use case is. Reach out at any time via the Upscale support portal, and our team will be in touch to help solve your query.

Visit the support portal

Help us shape what’s next

Have any thoughts or ideas about how we can make Task Assigner work even better for you and your team? Share your feedback and suggest new features you'd like to see, we'd love to hear from you!

Submit your feedback

Haven’t installed Task Assigner for monday.com yet?

Make task planning easier for everyone on your team. Assign work based on real availability, rebalance tasks in a click, and keep everyone in the loop with one shared view inside your monday.com board: no complex setup, just clearer workflows and happier teams.

Start your free trial Schedule your demo with Amalia

How to use Task Assigner for monday.com: step-by-step guide