Assign Tasks to "Ghost" Team Members

JP Gravitt · March 2023

Hey, y'all! I'm using MeisterTask Pro at work just for myself to help track, sort, and prioritize my work and stay more on top of the myriad of things I need to do, and while I absolutely love it, I find myself wishing that I could somehow assign tasks to my coworkers/supervisors without having to drag them into creating an account.

While this may have limited use, I imagine there are others out there like me who use MeisterTask for themselves and need a better way to track with whom a particular task may curently be, and then I had the idea for assigning it to a "Ghost". This ghost won't have a Meister account and is solely used for the person with the MeisterTask Pro license to remembering to whom a task/project is assigned. It's basically just a specially named placeholder that still functions as an "unassigned" on my account, but I'll at least be able to see that someone else is, in fact, working on that particular task/project.

Admin BSF.company · March 2023

Hello @JP Gravitt, have you tried using tags?

You could create several tags with the names of your ghost workers.

Regards.

Andres

Rooster McNugget · March 2023

Hi @JP Gravitt

I understand what you mean. I have a similar situation.

I like @Andres D'Andrea's idea with the task.

I solved this "problem" by create a Pin in the agenda. This pin has e.g. the name of a person. Every task I delegate to a colleague who doesn't use MeisterTask (luckily there are only 2😉) I pin the task to the "named" pin in the agenda. This way I always have an overview of the delegated task.

May this helps you too…

Best,

Samuel

JP Gravitt · March 2023

Thank y'all so much! I never thought about using the tags before, and now I'm wondering if there's a way to setup "universal tags" that can apply to all of my projects instead of creating them one project at a time.

Admin BSF.company · March 2023

Hello @JP Gravitt thanks for your feedback.

The feature that resembles the most an "Universal Tag" in MeisterTask is what @Rooster McNugget mentioned in his response: Pins for the Agenda.

https://www.youtube.com/watch?v=DrvRS68SXVE

Now, consider that Agenda is a feature exclusively avialble to Pro and Business users, so if that's not your case, then, that's a good reason to upgrade.

Regarding how to handle the creation of the same tags for all your projects, my response has two parts:

Part 1: All your existing projects

You'll have to create those tags manually
There's no way around it for projects already in your account

Part 2: All your future projects

Create a "Template Project" that serves as a reference
Create all your specific tags in that project alone
Duplicate that project every time you need a new project with your tag structure
Rename the duplicated project as you see fit

I hope these lines serve you as a reference.

Best regards.

Andres.