Assigning & reassigning tasks

Manual assignment

You can assign or reassign a task at any time:

• In the task list — click the Assignee cell and select a team member
• In the task detail view — click the Assignee field

The dropdown shows all active team members and how many tasks each has assigned — helps distribute work evenly.

Select Unassigned to remove an assignment.

Unassigned tasks

Tasks without an assignee sit in the queue with "Unassigned". They're visible to the whole team and available for anyone to pick up. Use the Assignee → Unassigned filter to see them.

The auto-assign feature

Navigator has an optional auto-assign setting per team member. When on:

1. The team member opens an unassigned Pending task
2. If they stay on it for 10 seconds without someone else claiming it, it's auto-assigned to them
3. Task status also moves to In progress at the same time

Prevents two people accidentally working the same task. Navigate away within the first few seconds to avoid auto-assignment. Configured per user under Settings → Users.

Tag-based assignment rules

For teams with high volumes, administrators can set up tag assignment rules that route tasks automatically based on tag and complexity.

A rule links a specific tag (e.g. invoice) to a specific user for tasks within a complexity range, up to a maximum number. When a team member requests new work, the system scans for unassigned tasks matching their rules.

Rules respect a maximum — once at their cap, they won't be assigned more until some complete. See Tag assignment rules.

Email thread continuity

When a new task is created from an email reply in an existing thread, Navigator checks whether the thread is already assigned. If so, the new task inherits that assignee — keeping the same team member on a conversation.

Exception: if the new task is an invoice task, it goes to the general processing pool instead. Invoice processing is typically handled separately from general correspondence.