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!

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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!

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1. Connecting your calendar

How to connect your calendar

Connecting your Outlook Calendar with our app is super easy! In just a few clicks, your calendar will be synced with monday.com, giving you instant access to your real-time availability.

To connect your Outlook Calendar:

Install the app in the side-view panel, if you haven't already.
Open the app in the side-view panel in your monday.com board.
Select the option to connect your Outlook Calendar.
Enter your Outlook login credentials when prompted.
Authorise the app to access your calendar by following the onscreen instructions.
That's it! Your Outlook Calendar is now synced, and your availability will appear automatically in Task Assigner.

2. How to invite your team to sync calendars

Here’s how to invite team members to sync their calendars:

After syncing your own calendar, you'll be prompted to invite team members to connect theirs to Task Assigner.
The number of invitations available is based on the quantity you purchased with your license.
Select the account members you'd like to invite—pick as many as you have invites remaining.
In the top-right corner, you'll see your invite count so you never lose track.
Once you've chosen your team members, click 'Send Email Invites' to email them their invitation.
Invited teammates will receive an email (and, if enabled, a Slack message too) with easy instructions to sync their calendar and start collaborating.

*If you are the admin of the app, you can manage the invites by clicking on "Settings" (only the admin has access to the settings). Here, the admin can unselect users and select new users to send invites to.

3. Sync your calendar after receiving an invite

How to sync your Outlook Calendar after receiving an Invite

Open the invite email (or Slack message) you received from Task Assigner.
Click the link provided in the invite. This will open Task Assigner in the side-view panel within your monday.com board.
Select the option to sync your Outlook Calendar.
Enter your Outlook login credentials when prompted.
Authorise Task Assigner to access your Outlook Calendar by following the permission prompts.
Your calendar is now synced, and your availability will appear automatically in Task Assigner.

4. Assigning a task

How to assign a task using Task Assigner

Open the side-view panel of the task you want to assign in monday.com.
Select the 'Task Assigner' tab within the side-view panel.
Review the list of team members who have synced their calendars to Task Assigner. You will see their real-time availability, number of tasks currently assigned, and out-of-office (OOO) days.
Choose the team member you want to assign the task to by clicking the 'Assign' button next to their name.
Done! The task is now assigned.

5. Filter when assigning a task

How to filter when assigning a task in Task Assigner

To filter by date range, use the drop-down calendar on the left to select the date range you want to check team availability for.
To filter by people, use the drop-down menu in the middle to view and select from all the people who have synced their calendars with Task Assigner.
To filter by availability, turn on the toggle labelled 'Show only available' on the right to display only those team members who currently have availability within the chosen date range.

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.

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