Skip to main content

Assign a task to a team member in a direct message

Workstream US app for Managers — Assign quick to-do tasks directly in Workstream Chat to keep work moving.

Updated over a month ago

Workstream’s Chat gives you a fast and simple way to assign tasks directly from a DM. It’s built for fast-paced environments where quick reminders and clear task ownership help keep day-to-day operations running smoothly.

Use this feature to:

  • Remind a team member to restock supplies

  • Assign someone to clean a station before close

  • Follow up on prep work before a shift change

📌 Tasks in Workstream Chat are meant for simple, one-off reminders. For recurring tasks, progress tracking, or assigning tasks to multiple people, use our full Task Management tool (available on certain plans). Book a demo to learn more about Task Management.

To assign a task:

  1. Open a DM with the team member you want to assign the task to.

  2. Tap the ⊕ plus icon, then Task.

  3. Fill in the task details:

    1. Title: Keep it clear and action-oriented (e.g., “Clean fryer,” “Restock shelf,” “Inventory check”)

    2. Assignee: Auto-fills based on the DM

    3. Due date: Pick a specific date

    4. Description (optional): Add helpful notes or steps

  4. Tap Create.

Assign a Task.jpg

Did this answer your question?