Lesson 17 of 40
Assign a whole project in minutes with Quick Assign
This video shows you how to assign teams and RACI roles across a whole project in minutes with Quick Assign, instead of one task at a time.
What you'll do
- Open Quick Assign from the Tools bar. It works like a paintbrush.
- Pick a team under Teams, for example Architecture, choose responsible, and select Assign to folder.
- On a milestone header select Assign and tick Create new tasks for blank cells, then Add & assign.
- Switch to another team, for example Main Contractor as informed, and paint another milestone. Close the mode when you are done.
Why it matters
A complete responsibility matrix, agreed before the work starts, is far cheaper than finding a missing owner at handover.
Common questions
Why is Quick Assign missing?
It appears only when the project has at least one milestone and one row, and your role must allow managing Scope items.
Can it make tasks that do not exist yet?
Yes. Tick Create new tasks for blank cells in the confirmation.
Discussion
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