Assigning Projects to Team Members for Collaboration

With Visme’s Workflow: Project Assignment feature, users can assign an entire project to a user within the workspace so you can streamline the process from start to finish, ensuring that tasks are completed on time and with the necessary specifications. From setting deadlines to adding brief descriptions, this powerful tool keeps track of progress and allows you to stay organized every step of the way. Ready to discover how to make the most of Visme’s Workflow: Project Assignment feature? Here’s how:

From the editor window of your project, click on the Assign button located at the top of the page.

From there, click on the Approver box to assign your project to a team member by adding the name or email address.

Note: When assigning a project to a team member, your colleague will receive an email notification.

In just a few clicks, you can set a deadline for your project completion by clicking on the Due Date box. Due Dates will show in the Content Calendar within the Dashboard. Additionally, you can include a brief description of the project in the text box below to provide your team with the necessary context.

You’re done! You’ve successfully assigned a project to a team member. Not sit back and let productivity soar!

Important:

If you start the creation of a project and assigned it to another team member, you can always find that project within the workspace – whether you search for it in the top search bar of the dashboard, or you locate it within a folder you have organized the project in, since you are the original owner of the project, you will always have visibility to it.

Pro Tip: You can incorporate Visme’s Collaboration feature by leaving mark-up edits and annotated comments within the project to help you maintain communication on the project in an organized way. Check out Visme’s Collaboration feature here and see how you can incorporate this into your project creation process!

Note: Click here to learn more about assigning specific slides with Visme’s Workflow: Slide Assignment feature.

Note: To find out more about Visme’s Enterprise feature for Workflow: Project Approval here.

Assigning Projects to Team Members for Collaboration

Important:

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