> For the complete documentation index, see [llms.txt](https://so9.gitbook.io/so9-guidebook/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://so9.gitbook.io/so9-guidebook/so9-lab/8.-task-assignment.md).

# 8. Task assignment

The following guide explains how to use the Task Assignment feature on SO9, making it easy to delegate work to your team within the system.

The Task Assignment feature helps you efficiently manage and assign tasks while easily tracking the progress of team members.

<mark style="color:red;">**Step 1:**</mark> On the **SO9 LAB** screen, select ***“Task Assignment”*** > ***“Your Plan”***.

<figure><img src="https://1121310069-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1taSbCVfzo5vozIaPALl%2Fuploads%2FahEpvPmcv62tbCgIfSZ2%2FScreenshot%202026-07-24%20135037.png?alt=media&amp;token=84c9603a-577f-4395-af46-259d894d3106" alt=""><figcaption></figcaption></figure>

**Step 2:** Set up permissions

Select ***Default** > **Add New** > Enter **Category Name**.*

In the **Permissions within category** section, select the personnel to assign rights or click ***Add Follower*** to add new members.

**Note:**

* The **Owner** usually has full management rights.
* Permissions should be assigned according to each person’s role to avoid edits beyond their scope.
* You can change permissions at any time when needed.

In the **Edit Category** section, select the personnel to assign rights or click **“Add Follower”** to add new members.

Then, set the operation permissions for tasks: Task Assignment and Workflow.

<mark style="color:red;">**Step 3:**</mark> Add task

* On each time slot, click **“+Add Task”** to create a new task.
* **Task Image**: You can upload an image from your device.
* Select the task status, person in charge, or responsible group if needed.
* Enter the plan name and choose the date and time for execution.
* Add a description and guidelines to support content implementation.
* Attach content classification tags for easier management and tracking.
* Add content format: Photo, Video, Shortform, Carousel, Livestream, Event, Blog, Story, Email, Status, Poll.
* Select the responsible platforms for the content.
* You can add subtasks for this task.
* Add followers for this task.

Once saved successfully, the plan will be displayed under **Task Assignment** > **Your Plans** in calendar view.