---
title: "Assigning Users to Cards in Ontraccr Boards"
url: "https://help.ontraccr.com/en/article/assigning-users-to-cards-in-ontraccr-boards"
language: "en"
last_updated: "2025-05-27T11:30:01.599Z"
---

# 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.

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## 🎯 **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

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## 🧩 **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.

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## 📣 **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.

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## 🔄 **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.

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## ✅ **Example Use Cases**

| Use Case | Assigned To | Purpose |
| --- | --- | --- |
| Lead follow-up | Sales Rep | Ensure timely outreach |
| Equipment repair | Technician | Assign accountability |
| Project oversight | PM or Estimator | Track ownership from bid to delivery |
| HR Onboarding | HR Coordinator | Manage each hire's progress |
| Safety task | Site Supervisor | Ensure compliance |

* * *

## 🧠 **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