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# Assign responsibility to checklists and tasks

## Overview: assign checklist and task responsibility

Responsibility assignment in CxPlanner works at checklist level and at task level. Checklist assignment sets who owns a full checklist or test. Task assignment sets who owns an individual task, issue, or punch list item.

For role-based access (who can view or edit by project role), see Access levels in checklists.

* Your role must be **Manager** or higher to assign checklists, and **Contractor** or higher to assign tasks.
* You can find the menu at **System & Test view**, checklist type views, the individual checklist page, or Task management - Punch list items and tasks.
* This changes checklist and task visibility in "Checklists assigned to you" and "Tasks assigned to you".

|| Assigning checklists requires project role **Manager** or higher. Assigning tasks requires project role **Contractor** or higher.

## How to assign a checklist from System & Test view

1. Open **System & Test view**, or a checklist type view, from the left sidebar.
2. Locate the checklist row.
3. Click **Responsible** to assign a person.
4. Click **Company** to assign a company.
5. Click **User group** to assign a user group.
6. If a column is missing, open **View settings** and add it.

![Screenshot: Assign responsibility from System & Test view](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_cyd5b4.png)

## How to assign from an individual checklist page

1. Open the checklist from any view.
2. Click the assignment fields at the top of the checklist.
3. Select the person or company from the dropdown.

![Screenshot: Assign responsibility from an individual checklist page](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1izmq1t.png)

## How to bulk assign checklists

1. In **System & Test view**, select the checkboxes on the rows to update.
2. Hold **Shift** while clicking to select all checklists below a row within a folder.
3. Hold **Ctrl** while clicking to select all elements below.
4. Click **Menu**.
5. Select **Bulk edit many items**.
6. Apply the person, company, or user-group assignment to the selection.

![Screenshot: Bulk assign checklists](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1fatuma.png)

## How to assign at folder level

1. In **System & Test view**, locate the folder row.
2. Click the **Company**, **Responsible**, or **User group** cell on the folder row.
3. Select the value to assign.
4. Confirm **Apply to folder** when prompted.
5. Click **Continue**.

||| This overwrites the existing assignment for all checklists in the folder. Use with care if some checklists already have different assignments.

## How to assign a task from the punch list

1. Go to **Task management** - Punch list items and tasks.
2. Click a task row to open the detail panel.
3. Set **Responsible** to assign a person.
4. Set **Company** to assign a company.
5. Changes save automatically.

![Screenshot: Assign responsibility from the punch list](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_6xvozo.png)

When working in a checklist, clicking a failed line item opens the task detail panel. You can set person and company there without leaving the checklist.

## Results: checklist and task responsibility

| Assignment type | Person | Company | User group |
|---|---|---|---|
| Checklist | Yes | Yes | Yes |
| Task | Yes | Yes | No |

* **Checklists assigned to you** shows checklists where you are the assigned person
* **Tasks assigned to you** shows tasks where you are the assigned person
* With "Limit view: Only own and company", a checklist may need group assignment before a user can see it

||| If a user cannot see a checklist they expect, check whether the checklist is assigned to their user group.

## Troubleshooting: assign checklist and task responsibility

| Problem | Cause | Solution |
|---|---|---|
| Responsible, Company, or User group column missing | Columns are hidden | Click **View settings** and add the missing columns |
| User does not see the checklist in "Checklists assigned to you" | Checklist is assigned to company or group, not to the person | Set that user in the **Responsible** field |
| Cannot assign a user group to a task | User group exists only at checklist level | Assign the group on the checklist, and assign a person or company on the task |
| Assignment dropdown shows no users | User is not on the project | Add the user in project settings, then assign again |
| Bulk assignment does nothing | Rows were not selected | Select checkboxes first, then use **Bulk edit many items** |