Learning Objective
By the end of this guide, you'll know how to assign tasks to team members from the Tasks section, understand when task assignment is useful, and manage task ownership for better team coordination.
Why This Matters
Task assignment distributes workload across your team, ensuring the right person handles each follow-up. Without assignment:
Tasks pile up on one person
Skills aren't leveraged effectively
Follow-ups get delayed
With task assignment:
Balance workload – Distribute tasks evenly across team members
Match expertise – Assign calls to closers, LinkedIn tasks to SDRs
Improve accountability – Clear ownership of each task
Coordinate better – Everyone knows what they're responsible for
Prerequisites
Before assigning tasks:
You have team members in your lemlist workspace
Tasks exist in the Tasks section (from campaigns or manually created)
You have permission to assign tasks (some roles may be restricted)
Core Lesson: Assign a Task
Step 1: Go to the Tasks section and view the task list
Click Tasks from the left menu to open the task list (showing tasks from all campaigns and sources).
Step 2: Select the task(s) to assign and click Change owner
Select the checkbox next to the task you want to assign, then click Change owner in the bottom action bar.
Step 3: Choose the teammate
From the list, select the team member you want to assign the task to.
Step 4: Confirm assignment
The task is now assigned to the selected teammate.
They'll see it in their Tasks section and can complete it.
When to Assign Tasks
Assign to SDRs:
LinkedIn connection requests
LinkedIn message follow-ups
Initial qualification calls
Assign to Account Executives:
Demo calls
Proposal follow-ups
Contract discussions
Assign to Customer Success:
Onboarding tasks
Check-in calls
Renewal reminders
Assign by territory:
Assign leads from specific regions to reps covering those areas
Assign by language:
Assign tasks to team members who speak the lead's language
Troubleshooting
Issue: Can't see team members when changing the owner
Fix:
Verify team members are added to your lemlist workspace (Settings → Team)
Verify that the desired teammate has an active seat access
Check that you have permission to assign tasks to others
Refresh the page and try again
Issue: Task doesn't appear in the assigned teammate's Tasks section
Fix:
Confirm the change was saved by reopening the task list and verifying the correct person owns it
Ask the teammate to refresh their Tasks section
Verify the teammate is logged into the correct lemlist workspace
Issue: Need to reassign a task
Fix:
Select the task again from the Tasks list
Click Change owner
Select a different team member (or select yourself to take it back)
Optimization Tips
Create assignment rules: Document which types of tasks go to which team members (e.g., all call tasks to AEs, all LinkedIn tasks to SDRs).
Review task assignments daily: Managers should check task distribution to ensure workload is balanced across the team.
Use bulk assignment (if available): If you need to assign multiple similar tasks, select multiple tasks and use Change owner to assign them at once.
Notify teammates: When assigning high-priority tasks, send a quick Slack message or email to the teammate so they know to check their Tasks section.
Track completion rates: Monitor which team members complete tasks on time and which need support or training.
Reassign stale tasks: If a task sits unassigned or incomplete for too long, reassign it to ensure follow-up happens.
Combine with campaigns: When creating campaigns, pre-assign sequences to specific team members so tasks auto-assign to the right person.