👥 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

1. Create or open a Job in the client’s Internal Workspace.

2. Assign the Job to the person responsible for the first Task Group.

   This is the setting for the Job Owners when setting up repeat jobs. This person will own the job until their assigned tasks are complete.

3. Click into the Task Group title area (e.g., “First group”) and use the dropdown to assign the group to a team member.
4. Add tasks and/or client tasks to that group.

➕ Add Another Task Group

1. Click + Group at the bottom of the job task list.
2. Give the new group a name and assign it to a different user.
3. 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.

🔁 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.
• It’s recommended to assign the Job Owner as the person responsible for the first task group.

🔄 Handoff Behavior

• Once a user completes all tasks in their group, Client Hub prompts them to reassign the job to the next group assignee.
• If a task group cannot be completed, users can manually reassign the job using the dropdown in the task group header.

📌 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.