# Owner, Assignee & Teams {% hint style="info" %} **Who can use this feature?** Task Owners, Assignees and Admins can edit Task Assignees. *** Task Owners and Admins can update Task Ownership. *** All project users can create Teams. {% endhint %} Every Task in Aphex has an **Owner**: the person ultimately accountable for that scope of work. Owners can add **Assignees** to help update and progress the Task. **Teams** are collections of Tasks Owners you can use as quick filters, making it easy to see work owned by a specific group of Users. ## Updating Task Ownership *** Every Task will always have an Owner, but Ownership can be changed at any time. You can reassign Tasks individually or in bulk to reflect who’s now responsible. #### To change Task Ownership: * Open the column picker and toggle `Owner` * Click into the Owner cell * Select a different user from the dropdown Need to give another user the same permission as the Owner so that User A can always edit User B's tasks? Set up Owner Delegates. See also: Bulk Edits and Task Delegates and Task Permissions
How Task Ownership Works * Every Task must have an Owner - and can only have one Owner at all times. * The person who creates the Task is automatically set as the Owner. * Ownership can be reassigned to any other User on the Project at any time. * The Owner has full permissions on the Task. They can edit, delete update progress, resolve clashes and mark it as Ready. * As the Owner, you're accountable for making sure your Tasks meet the standards for being included in the next Published Version. * By default, Task Bar colour is tied to it's Owner's user colour, unless custom colouring has been applied to your View * Tasks can be grouped by Owner across all View types
## Adding Task Assignees *** Assignees are collaborators on a Task. You can Assign one or more people to help update the Task - they’ll then see it in their daily Task List, can report progress, and make edits if needed. #### To add Task Assignees: * Open the column picker and toggle `Assignee` * Click into the `+` Assignee cell * Select all the users you want to set as Assignees See also: Bulk Edits and Task Delegates and Task Permissions
How Assignees Work * You can add as many Assignees to a Task as needed - there's no limit. * Assignees can edit most properties of a Task, including updating Progress. * Assignees can't delete a Task, change the Owner, breakdown a Task, Make Ready or mark clashes as non-conflicting. * Adding someone as an Assignee also adds that Task to their daily Task List. * You can assign someone to a Parent Task or Package. They're automatically assigned to all Tasks underneath.
## Creating a Team *** Create a Team to group Task Owners for quick filtering. A team can be used in filters like “Owner = Civils Team” to show related work.
#### To create a Team: * Click your Project Title in the top left and select `Users` * Select `Teams` from the menu * Click * Pick the Team Members and name your Team * Click `Create Team`
How Teams Work * Teams are a collection of Users - you can make as many as you need. * Teams are used to filter Tasks or share Views * Teams don't affect Task Permission - they're for filtering and sharing Views only. * Adding someone to a Team won't let them edit more Tasks
## Filter by Owner, Assignee or Team *** You can filter any View by who Owns the Task, who's been Assigned to it, or which Team they're part of. It's a simple way to focus on just your scope, or keep track of work across different roles. #### To set an Owner Filter: * Click and * Select `Owner` in the first dropdown * Select from `Is` or `Is Not` in the second dropdown * Select from `Me`, any combination of specific Users, or any Team on the project #### To set an Assignee Filter: * Click and * Select `Assignee` in the first dropdown * Select from `Is` , `Is Not`, `Is Empty` or `Is Not Empty` in the second dropdown * Select from `Me`, any combination of specific Users, or any Team on the project See also: create & share Views
Filter Breakdown | Filter | Operator | Value | | -------- | ------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- | | Owner |

Is
Is Not

|

Single-Select from the Project User list, Teams or Me (dynamic - will always show Tasks owned by the logged in user)


| | Assignee |

Is
Is Not
Is Empty
Is Not Empty

| Multi-Select from the Project User list, Teams or `Me` (dynamic - will always show Tasks assigned to the logged in user) |
## Group By Owner *** Grouping by Owner arranges the Plan by the person responsible for each Task. This is possible across all View types, but let's start by looking at Group By Owner on the Gantt: #### To Group By Owner on the Gantt: * Open a Gantt View * Click * Select `Owner` * Optionally, select a different Primary Group, and select `Owner` as the Sub-Group ## Group By Assignee *** Grouping by Assignee organises your Board by the person(s) each task is assigned to, so you can quickly see who’s working on what (and what’s still unassigned): #### To Group By Assignee on the Board: * Open a Board View * Click * Select `Assignee` * Optionally, select a different Primary Group, and select `Assignee` as the Sub-Group ## Colour by Owner *** Make it easier to see which Owner is responsible for an activity by changing your Task or Work Area colour according to which Owner is completing the Task #### To colour by Owner on the Board: * Open a Board View * Click * Click `Task Card Colour` and select `Owner` #### To colour by Owner on the Gantt: * Open a Gantt View * Click * Click `Bar Colour` and select `Owner` #### To colour by Owner on the Map: * Open a Map View * Click * Click `Work Area Colour` and select `Owner` ## **Performance Breakdown by Owner** *** Because every Task has a clear Owner, it's easy to track how each person is performing across the Project - not just in terms of delays, but also how consistently they're keeping their part of the plan up to date. #### Aphex Insight Aphex Insight gives you a live snapshot of Owner performance - no set up required. Automatically see which Owners are responsible for the highest shares of delay and why. #### Power BI User Power BI to build custom reporting on Owner delays and performance, based on data in your weekly Published Versions. Aphex provides free templates as a starting point but everything can be customised to suit your project reporting requirements. See also: Connect to Power BI