👥 Assigning a Job to Multiple Users with Task Groups

Manage handoffs and improve accountability across your team.

Client Hub makes it easy to divide a job between multiple team members using Task Groups. Each group can be assigned to a different user — allowing for clear role-based workflows, built-in handoffs, and structured progress tracking.

✅ How to Assign a Job to Multiple Users

Create or open a job in the client's Internal Workspace.
Click into the Task Group title area (e.g., "First group") and use the dropdown to assign the group to a team member.
Add tasks and/or client tasks to that group.

➕ Add Another Task Group

Click + Group at the bottom of the job task list.
Give the new group a name and assign it to a different user.
Add the next set of tasks for that user.

🗓️ Set Due Dates for Each Group

Next to the group assignee's name, click the calendar icon to assign a due date specific to that group's set of tasks.
This helps clarify expectations and track progress through each stage of the job.

👥 Job-Level Ownership

Jobs with multiple task groups display an Owners field at the top of the job, showing all team members assigned to any group within that job. This gives everyone a quick summary of who is involved, regardless of which group is currently active.

🔄 Handoff Behavior

When a user completes all tasks in their group, the next group is automatically unblocked. If the next group is assigned to a different team member, they will receive a notification in their global notification panel letting them know their group is ready for action — no manual reassignment required.

If a group dependency is set to blocked, the next group owner will not see the job on their Jobs Dashboard until their group is unblocked. For more on how blocked and unblocked groups work, see: 📋 Using Group Dependencies to Control Job Visibility and Workflow Order

🔁 What Happens in Recurring Jobs

When the job is marked Complete, the next instance will be created using the Job Owner defined in the repeat settings.
The owner of the first task group is automatically set as the Job Owner when a recurring job starts.

📌 Pro Tip: Using group assignments and due dates helps you manage multi-step workflows like Month-End Close, Client Onboarding, or Year-End Cleanup — without missing a beat.