Assigning Users to Cards in Ontraccr Boards

👤 Assigning Users to Cards in Ontraccr Boards
 

Overview

Assigning users to cards is a simple but powerful feature that adds accountability, enables notifications, and allows for filtered views of work. Whether you're assigning a project manager, estimator, HR reviewer, or technician, Ontraccr makes this easy.

🎯 Why Assign Users?

Assigning a user to a card allows you to:

• Delegate ownership of a task, project, lead, or request
• Ensure the right person is responsible for moving the card through statuses
• Trigger email notifications on updates or changes
• Filter boards by who is assigned to what
• Automatically assign tasks or forms through automations

🧩 How to Assign a User to a Card

1. Open a board and create or edit a card.
2. Locate the “Assigned Users” field near the top.
3. Click into the field and select one or more users from your organization.
4. Save and submit the card.

✅ The user is now officially assigned and will appear on the card.

📣 Email Notifications (Optional)

You can enable email alerts when:

• A card’s status changes
• A card’s details are updated
• The card’s assigned user is changed

These are configured in Board Settings > Details, using the checkboxes for each option.

🔄 Auto-Assigning Users via Automations

In task automation workflows, you can auto-assign a task to:

• A specific user (e.g., always assign to “Mark Messier”)
• The same user assigned to the card (via “Auto-assign from card user”)

This makes it easy to trigger tasks dynamically based on card ownership.

✅ Example Use Cases

🧠 Tips & Edge Cases

• Cards can have multiple assigned users — great for collaboration
• You can filter the board to see only cards assigned to you or specific team members
• Assigned users will see relevant cards under their My Tasks section (if tasks are involved)
• Make sure users are added to the board via permissions so they can see and interact with their assigned cards