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Add Assignees to a Task

Learn how to assign team members and collaborators to tasks in URBI Kore.

Last updated August 13, 2026

Operations
  • Operations
    • Add Assignees to a Service Ticket
    • Attach a Vendor to a Service Ticket
    • Convert a Service Ticket to a Task (and make sure it stays visible)
    • Create a Service Ticket
    • How the Emergency Number Is Chosen
    • How to Convert a Service Ticket into a Board Decision
    • How to Reassign Work When Removing a Team Member
    • How to Set the Emergency Line
    • Service Tickets: Overview
    • Service Tickets: Troubleshooting
    • Set Up Recurring Service Tickets
    • Troubleshooting
    • What Residents See When They Create a Ticket
    • What's New in Service Tickets
    • Add Assignees to a Task
    • Create a Task
    • Organize Tasks with Categories, Projects, and Labels
    • Set Up Recurring Tasks
    • How to view and add a vendor's expenses
    • Vendor Billing Tab: FAQ
    • Vendor Billing Tab: Overview
    • Set Maintenance Schedules for Assets
    • Track Equipment and Warranties
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On this page

  • Overview
  • Primary Assignee vs. Collaborators
  • Setting the Assignee During Creation
  • Option 1: Assignee Dropdown
  • Option 2: Smart Tags
  • Option 3: @ Mention
  • Changing the Assignee
  • Step 1: Open the Task
  • Step 2: Find the Assignee Section
  • Step 3: Select a New Person
  • Adding Collaborators
  • Subtask Assignees
  • Private Tasks
  • Tips

Overview

Every task in URBI Kore can have a primary assignee and additional collaborators. Assigning the right people ensures work gets done and the team stays in the loop.

Primary Assignee vs. Collaborators

  • Primary Assignee: The single person responsible for completing the task. Their avatar appears on the task card.

  • Collaborators (Followers): Team members who receive notifications about task updates but are not the primary owner.

Setting the Assignee During Creation

Option 1: Assignee Dropdown

In the creation modal, use the Assignee dropdown to search and select a team member.

Option 2: Smart Tags

Type a:name in the title field to quickly assign someone.

Option 3: @ Mention

Type @name in the title to add someone as a collaborator.

Changing the Assignee

Step 1: Open the Task

Click any task to open the detail drawer.

Step 2: Find the Assignee Section

In the sidebar, locate the Assignee field.

Step 3: Select a New Person

Click the dropdown and search. The change saves automatically.

Adding Collaborators

In the task detail drawer sidebar, find the Collaborators section and click Add member. Search and select team members. Remove collaborators by clicking the delete icon next to their name.

Subtask Assignees

Each subtask can have its own assignee. Click the avatar dropdown next to any subtask to assign a specific person. This is perfect for tasks where multiple people handle different parts.

Private Tasks

When you toggle a task to Private, you are automatically set as the assignee and the task is only visible to you.

Tips

  • Always assign a primary person so tasks do not get lost

  • Add collaborators when others need to stay informed

  • Use subtask assignees to split work across team members

  • Collaborators get notified on comments, status changes, and completion

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