Assign or reassign one shared todo from its row
Use this when you want to pick one participant directly on one shared todo row.
- Open Trip > Shared todos for the selected trip.
- If assignee selectors are hidden, open the page menu and choose Show Assignees.
- Use the Select assignee dropdown on the shared todo row and choose the trip participant who should handle it.
- Plantour assigns the todo immediately. If the todo was already assigned to another participant, changing the assignee works as a reassignment.
- If you clear the assignee dropdown, Plantour unassigns that shared todo.
Assign or unassign many shared todos at once
Use this when you want to work in bulk with one participant and many currently shown shared todos.
- Open the actions bar in the page header.
- Choose the Trip participant target and select the participant you want.
- Filter the list first if you want to limit which shared todos are currently shown.
- Click the page-level plus button to assign all currently shown not-targeted shared todos to that participant.
- Click the page-level minus button to unassign the currently shown targeted shared todos from that participant.
When assignment changes, Plantour sends participant assignment-change notifications. The shared todo list also updates its assignment status text so you can see whether a todo is awaiting assignment, assigned, accepted, rejected, successful, or failed.