task vs assignments

You can easily switch between personal or organizational accounts in the Windows or mobile apps and send push notifications to personal friends when you add a task on a personal list.

To work with a team, start with Planner in the browser, the mobile app, or in Teams.

Create a new plan

Select + New Plan and Add to an existing Office 365 Group .

Or, if your organization allows you to, create a new group:

Select + New Plan , enter a Plan name , select Create plan , and then select Members .

Organize your team’s work

Organize your team’s work visually using custom buckets.

Filter and sort by date, assignments, and other preset values.

Schedule Planner tasks

Select a task and add a Start date and Due date .

Or select Schedule and drag and drop the task where you want it on the calendar.

Teammates will get notification of assignments and other events through Planner notifications, Groups notifications, Teams notifications, mobile notifications, and more depending on the context.

Work on your plan

In Teams, you can work on your plan right alongside team Posts and Files .

To Do and Planner

The best part is that you can use To Do and Planner together, to compliment each other.

In To Do, select Assigned to you to see tasks assigned to you.

In Teams, see your To Do tasks and Planner tasks alongside each other using the Tasks app.

Create a plan in Microsoft Planner

Use Planner in Microsoft Teams

How to give assignments to team members

Last updated on: March 1, 2023

The project has been divided into milestones, goals and objectives broken into tasks, and now it’s time to assign them. But as you open the project management platform, you’re faced with the unflattering process of wording the tasks, and choosing whom to assign them to.

Well, in this article, we offer advice on how to make that jumbled first moment a little clearer. There are actionable tips, learning the difference between allocating and delegating tasks, and suggested criteria on how to choose the best person for the job.

For a more precise overview, here’s a table of contents:

Table of Contents

How do you assign employees tasks?

We normally think that assigning tasks is a time-consuming process that focuses on clearing out task lists to keep the project going. However, task assignment should actually be a more employee-oriented process that requires additional dedication and effort, which yields incredible results. But what do we mean by that?

Properly assigned tasks push your employees, projects, and the overall company forward. Here’s how.

They strengthen accountability and trust between managers and employees;
They help teach new skills and perfect old ones;
They allow employees to get familiar with other teams and avenues of work;
It becomes easier to make project estimates;
Makes for great bases for performance reviews, etc.

The list could go on, but we’ll stop there for now.

Of course, such long-term benefits don’t come without some proverbial blood and sweat in the planning stage. Let’s take a look at the general ideas on assigning employee tasks, and specific steps you can take.

Motivation comes from knowing the bigger picture

When we talk about the bigger picture in project management, we talk about each team member’s task affecting their peer’s down the line. Since all tasks are usually small pieces of the puzzle, it helps to remind employees how their work contributes. For example:

A high-quality draft can make a great foundation for the final version, and it can be completed more quickly.
A well-prepared presentation can shave time off unnecessary questions and additional email inquiries.

It comes as no surprise that people work better and are more productive, when they know that their work has an impact on the company level.

And so, when you assign tasks, try to emphasize how they fit in the bigger picture. Simply saying: “ You doing X will help with Y and Z ” and how it reflects on the project as a whole will let an employee know that the task they were assigned is important.

Get your employees excited to commit

Telling people about the bigger picture and showing them what’s possible can only get them so far. It’s enough to ignite the initial spark, but for them to fully commit to the task, you need to define what that task entails.

They should be able to picture how to go about the work, what skills to use, and how to reach the desired result. The clearer the instructions, the more motivated they will be to work.

Simply put, give directions on how the task should be done, and make sure they understand. You can’t read each other’s minds, so it’s important everyone is on the same page.

Ask for task transparency

One of the best practices a company can employ is transparency among coworkers.

This is achieved by having everyone input their tasks for the day in a timesheet. The purpose of timesheets is to get an accurate idea of what everyone is working on at any given time.

When people know who works on what tasks, it’s easier for them to know if a person is available or busy, how far along they are with a task, etc.

So, when you give assignments to employees, label them with deadlines. Alternatively, you can ask for employees’ assessments on how long the work would take them, and use those timeframes.

clocked-in activity screenshot in Team Dashboard

Source: Clockify team timesheet

Timesheets are a great way to keep an eye on tasks and the people doing them. You get to:

see who struggles with what (helps assess people’s skill sets);
who burns through their workload and is available for additional tasks;
whether your time estimates need correction;
identify any wasted time.

💡 If your employees are insecure about keeping public records of their tasks, here are a few resources that can help:

How to create order in your daily work tasks
How to be more efficient with your tasks

Keep a crystal clear timeframe

While we’re discussing timesheets and deadline transparency, it’s important to mention that the times you set for task completions need to be clear-cut.

As we’ve mentioned, the safest way to assign deadlines is to consult the employees. They are better at assessing how long it will take them due to the tasks’ difficulty, overall deadlines, the standards that need to be met, and the skill required to complete it.

When they get a say in how long they should be doing an assignment, people tend to feel more accountable for the whole process. They will do their best to finish in time, since they actively participated in setting the deadline.

Set very clear expectations

Assigning a task should always include your (the supervisor’s) expectations pointed out. For example:

Does a logo pitch need as many drafts as possible, or just a few finished pieces?

If you ask a designer to make some drafts for a logo pitch, you must specify the kind of quality you’re looking for. Explain whether you are looking for some sketches and drafts for a brainstorming meeting, or if you want clean, presentable pieces to show.

Additionally:

Assigning the task using the above questions, you help the designer understand how much effort precisely they need to invest. They become more motivated with clear instructions, as they know what is expected of them. There’s no fear of having their work criticized for something that wasn’t communicated in the beginning. And on your end, it prevents breached deadlines or subpar results.

Avoid creating dependency by being less involved

It’s not unusual for employees to ask their supervisors for their opinion on a certain task, or their performance.

The problem arises when a supervisor makes themselves too involved with the process. When they feel like the project might fall apart if they don’t have their eyes on every moving part all of the time. And when you have, say, 20 people waiting for that person’s approval, advice, or consultation, the workflow runs into a gridlock.

And wait time is wasted time.

Plus, people lose motivation, patience, and grow frustrated, as they could be doing other things.

So, learn not to jump in every time people call for your aid. Assign reliable people who can address smaller issues, while you handle the big picture. Learn how to expend your own energy where it is needed more.

For example – making a pitch presentation for potential investors keeps getting put off because one person needs you to check a client email they want to send, another wants your signature on a form, and the third wants to ask something about employee feedback that’s coming up.

In order to not be stretched thin, and have your time wasted on menial tasks, here’s where you can start:

How to mitigate the risk of being over-involved when assigning

Remember that you match tasks to people

Which means that, by matching the right people with the right tasks, your involvement will be minimal. Take time to carefully choose who gets to do what. What is the point of assigning tasks if they can’t be done without you?

Have a 10-point scale to judge the importance of items

How important are certain aspects of your leadership role? Are you absolutely necessary in every meeting, or during every call? Which tasks need your approval, and which ones can be approved by someone under you?

Rank these items on a scale of 0 to 10, based on their importance to you and the project. Top priority tasks should get your undivided attention. And what can be delegated, should be.

Analyze your schedule

Your energy and time are needed on a much broader scale. The best way to spot if you’re wasting time being too involved is to look at your schedule. Identify how much time you’ve spent on low-priority items, and assess which issues could’ve been solved without you.

Take into account priorities and deadlines

Step in only when absolutely necessary. You are in charge of things getting done on time, by people most qualified for assigned tasks. Determine what your priorities are for each project, and concern yourself only with those issues, unless there is a risk of breaching a deadline.

Formulate a list of dependable people

If you know your employees (or team members) well enough, then you should be able to single out those who are more dependable and ready to take on a little more responsibilities. Write out the reasons how they could help by getting involved on low-priority items instead of you. When the time comes, rally them and present them with the idea, keeping in mind that this solution helps push the project forward. When authority is delegated to several people, there’s fewer chances of a hold-up in the workflow.

This also falls into the realm of task delegation , which we’ll get into later.

How do you decide what tasks to assign to which employees?

1. assign based on priority.

Naturally, some tasks will be more important than others. When you break down a project into tasks , spend some time assessing their priority level.

High-priority tasks should be the first on your list to allocate. Whether it’s because they’re time-sensitive, or require more effort and dedication.

Low priority tasks can be allocated as fillers to the first available person.

2. Assign based on employee availability

Another factor to consider when assigning tasks is who is available at the moment.

As the project moves along, new tasks will be added. You will have to allocate new work, but odds are you won’t always be able to pick who you want. Especially if a deadline is approaching, the person with the smallest workload should be your first choice.

Overloading an already busy individual just because they’re more skilled or you have faith in them the most puts an unnecessary strain on them. It’s cause for frustration, poorer results, and decreased productivity.

And as we’ve mentioned, if you have a timesheet with an overview of all the tasks and employees working on them, it’ll be much easier to spot who is free and who isn’t.

3. Assign based on employee skill level

High-priority tasks should go to employees with more experience in a given field or skill. However, you should occasionally give such tasks to other employees as well, to help them grow and become just as dependable. Giving people challenging tasks that can boost their experience is essential to productivity and morale.

Not to mention you get to have multiple high-skilled employees.

Low-priority tasks can be assigned to anyone, despite their experience level. They’re a good opportunity to practice, pick up new skills, or get smaller tasks out of the way to make room for more important ones.

4. Assign based on preference

Last, but not the least, preference can also play a big part in how you assign tasks.

It’s a given that some employees will prefer certain tasks over others. So it could be good to assign tasks at a meeting with the team. As you discuss priorities, deadlines, and availability, ask them which tasks they would like to work on.

If someone shows interest in a specific type of work, they should (with some consideration), be allowed to take it. After all, people are more productive when they’re assigned to something they find new or exciting.

Note: Apply this rule with caution. Letting people do only the tasks they want can stunt their career growth. Getting out of our comfort zones and occasionally doing tasks that we don’t like is how we develop and learn. So, don’t forget to document assignments as you hand them out, to spot these potential issues early on.

Allocating vs delegating tasks

While semantically similar words, delegation and allocation in terms of tasks are two different things.

When you allocate tasks , you are assigning tasks without giving the employees much authority, challenge, or room to grow. It includes you keeping all of the responsibility – writing out the tasks, making deadlines, providing resources, tools, etc. These are usually recurring tasks that can become repetitive.

When you delegate tasks , you allow for some of that responsibility to fizzle out from your fingers. All you think about are the objectives, while letting the employees figure out the details and means to get there.

However, that doesn’t mean delegation is right and the allocation is wrong.

Task allocation has its own place. It is just as important, as a lot of tasks come down to repeated processes that are still vital to the project progress. Task delegation is just a good opportunity for employees to learn, challenge themselves, and assess their skills and performance.

When should you allocate tasks?

Management and BizDev consultant Artem Albul shared his concept on task assignment, which he dubbed an “algorithm”. He emphasized how these criteria are useful only and only when you wish that employees perform the tasks based on your guidelines and instructions (aka allocation).

Here is how Albul broke down the algorithm:

Source: Artem Albul, TWA Consulting

As we can see, task allocation, while the more “controlling” of the two, also gives in-depth instructions and asks for confirmation on task clarity. A lot of it comes down to everyone being on the same page, leaving little to no room for misinterpretation (but also creative freedom).

How should you allocate tasks?

With all that we’ve mentioned in the previous section, here’s how your task allotment could look like, step by step.

Break down your project

Detail out the goals, objectives, and some individual tasks (not all, be careful not to start micromanaging). Place the most important deadlines.

Prioritize tasks and sort them

It’s important to know what tasks need to be done faster/better, to properly allocate your resources and manpower from the start.

Make a list of teams and team members

Assign team leaders (if you don’t have them), and alternatively, ask for their input on individual employees skills, for a more informed decision on who gets what.

Schedule a meeting

Make a meeting with the team leads and go through the points above. Assign tasks according to each team’s availability, interest, and skill required to successfully push the project forward.

Whether it’s pushing deadlines, reassigning tasks, or shifting around resources. This is perfectly fine and expected, so long as it doesn’t happen on every task you’ve assigned. Then, it is an indicator of poor pre-planning.

Offer feedback and write performances

Don’t forget to track the progress and make notes of important details that might help the next task allocation/delegation process. It’s also a useful piece of information for the employees on what they need to improve on.

Allocating tasks is somewhat more complicated than we want it to be. But, this kind of thorough research and preparation will make projects run more smoothly. Employees will also be more satisfied with their work, and there will be less hurdles as deadlines approach.

Communicate clearly what the end result should be and what expectations you (or the higher-ups) have. Leave the means for reaching that end goal to the employees themselves. Because how you solve a task may be completely different to how they will. And that is perfectly fine, so long as the result is the one you are looking for.

Keep the objectives challenging

When the objectives you’re delegating are too easy, chances are the person will either procrastinate, or feel like you don’t trust them enough. And if they’re too difficult, they get frustrated, anxious, and begin to panic.

It’s a good idea to be aware of an employee’s skill level, so you can gauge how much challenge and responsibility they can take on. For them to be the most productive and achieve great results, they need to enter “the state of Flow”.

Source: Optimal Experience , M. Csikszentmihalyi

💡 We’ve discussed the state of Flow in more detail in an article on time organization.

Encourage discussion and feedback

Let employees voice their opinions on the topic.

They should ask anything about the task, the goals, or the overall impact their work will have on the later stages or others’ workflow. It means they are interested in the task, and getting involved.

And if they aren’t asking questions themselves, you can always nudge them into proactivity.

Questions like these help them feel valued, their efforts acknowledged, and let them know you care about the task and how well they perform. Just be careful not to overdo it, or you’ll start to look like a micromanager.

Give employees free rein, but offer support

Speaking of micromanaging, delegation means you let people problem-solve their way out on their own. There should be no reason for a manager to step in and control or supervise any step of the process, unless absolutely necessary.

However, what you should do is let them know you’re available for any advice should they feel stuck. Just because employees get authority on a certain task, and are left to their own devices, doesn’t mean the project has to suffer until they pull themselves up.

From time to time, ask them if they need anything from you, and make sure they know you’re there for any kind of support, consultation, or mediation. ANother good practice is to also give them additional learning opportunities – such as training, conferences, courses, etc.

Delegate objectives that move people forward

Choose assignments that boost the skills and employ all of their experiences, instead of something that simply needs to be done. For example:

Find out which skills your employees may want or need to develop, and then plan your delegations accordingly. You want them to complete the task while having learned something new at the same time.

How to choose who to delegate to

Paul Beesley, senior director and consultant at Beyond Theory proposed a nifty checklist for when you’re choosing an employee to delegate to. It’s meant to simplify and speed up the process.

To successfully complete the delegated task, your chosen employee needs:

S – the skill to perform and complete a task

T – the time to complete the task, and if needed, learn the required skill

A – the authority to handle everything concerning the task

R – the necessary level of responsibility

R – the recognition for successfully completing the task

This list is a set of important criteria that should be covered when you consider who to assign to a specific task. However, depending on your niche, type of service, company size and the project at hand, the criteria are likely to change. And it should accommodate your needs, not the other way around.

Common task delegation mistakes to avoid

With all being said, there are some common mistakes managers and employers make, sometimes without even realizing it.

There could be more mistakes, especially for every different field and industry. If at all possible, identify the most common ones, made either by you or your peers. Note down all the instances where certain tasks weren’t up to par, and see what you could have changed in your assignment process to fix it. Maybe there wasn’t enough time or resources, you were unclear, or the employee wasn’t ready for such responsibility. Use the same procedure in all future task delegations. It’s the only way to learn and make the process quicker.

To conclude

Task assignment should be a very careful, thought-out process. It’s not just about reaching milestones in time. It’s about helping employees learn new skills, feel more satisfied with their position in the company, strengthen the trust between you and them, and ultimately help you refocus on the big picture.

By following the advice we’ve gathered, you will be on the right track to make some effective, healthy long-term changes to your company.

✉️ Have you found these tips helpful? Is there something we could have covered in more detail? What are your experiences with assigning tasks?

Send your answers, suggestions, and comments to [email protected] and we may include them in this or future posts.

Marijana Stojanovic is a writer and researcher who specializes in the topics of productivity and time management.

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What's the difference between and

What is a task? Definition, examples, and how to get more done

While the word “task” might bring about feelings of despair related to chores or undesirable actions, this is usually related more so to the way you have to manage your time than the task itself.

In this article, we’ll do a deep dive into tasks, show you the best ways to break down larger projects into them, while covering efficient approaches to manage and distribute tasks.

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What is a task in a project?

In project management, a task is a work item or activity with a specific purpose related to the larger goal. It’s a necessary step on the road towards project completion.

For example, it could be something as complex as a mobile app bug fix.

Or it could be something as simple as photocopying the latest brochure for distribution.

Single tasks are typically assigned to a single person or team, while the larger project could be a company-wide endeavor.

The task may or may not include a start and end date or a series of subtasks—this all depends on the complexity of the project at hand, which could be related to industry.

Get started

How do you break down a project into smaller tasks?

Even long term Scrum projects that last 11.6 weeks on average make use of task management to get their work done efficiently and effectively.

Part of task management includes creating manageable workloads, considering task dependencies, and of course, communicating across teams to avoid double work or roadblocks.

To avoid these issues, you need some way to break down the high-level project deliverables and goals into tangible tasks.

In the next section, we’ll show you two of the most popular methodologies, Waterfall, and Scrum.

Work Breakdown Structure

The work breakdown structure (WBS) is the official method of breaking down projects in the PMI Guidebook.

To figure out how to break the entire project into tasks, you first need to divide it into the actual deliverables required to hand over the final product or result to the client.

For example, if you’re planning to make a mountain bike, you can break that down into the frame, handlebars, pedals, wheels, chains, and so on.

Example diagram of a WBS for a mountain bike

( Image Source )

You also need to work out the dependencies of the project (aka which deliverables require another one for completion).

If we were to simplify the WBS, the section on manufacturing the bike frame might look something like this.

Of course, each item contains multiple tasks such as sourcing vendors, reviewing designs, picking materials, and more.

But if you assign these tasks to teams who have the necessary skills to complete all of them, that’s what the top-level plan might look like.

If you use an Agile framework, like Scrum, you won’t bother breaking down the entire project into detailed tasks at an early stage. Avoiding this large-scale exercise in prediction is one of the primary principles of Agile.

Instead, you’ll focus on planning out a deliverable increment of your product in Scrum sprints . These are 2–4 week periods of focused work dedicated to delivering a working product version of the final deliverable.

The basis for planning out these iterations is a backlog of features or user stories (functionality from the user’s perspective). You may also have a product roadmap to outline the long-term product direction as well.

The product backlog is continually pruned and optimized before, during, and after sprints. Even if you’re not planning software projects, you can often single out elements that you can deliver in increments.

Before each Sprint, you meet with your team and stakeholders (invested parties) to discuss which user stories are the most important. You select a few items and create a dedicated sprint backlog.

Each user story is then further divided into tasks, and team members take ownership of the specific tasks they can handle.

It’s not ideal for all organizations or projects, but it’s an antidote against micromanagement in complex projects.

What size should a project task be?

So how granular should you get? What should the scope and length of the task in your project be?

It depends on the size of your project and your PM framework, but here are some rules of thumb.

The 8/80 rule for WBS

In traditional project management, a rule of thumb is that no task should be shorter than 8 hours or longer than 80 hours in the WBS.

That’s why the PMI recommends keeping tasks between 20–80 hours in the WBS.

Your individual teams can then have more granular task boards to manage their own to-do lists and/or break 2-week tasks down into daily sub-tasks.

Task length in Scrum

While user stories generally have no specified length, they’re often broken down into manageable chunks, usually one workday or less.

The official Scrum Guide doesn’t use the word tasks, but instead uses the term work unit:

“ Work planned for the first days of the Sprint by the Development Team is decomposed by the end of this meeting, often to units of one day or less. ”

On a Scrum board , you can use story points (at monday.com, we equate 1 SP to a workday) to estimate the length of the task.

Tasks shouldn’t require more than one resource

When you break down deliverables into individual tasks, time isn’t the only consideration. The best approach is to make sure the person (or resource) who’s assigned the task can complete it from start to finish.

For example, a graphic designer could create a wireframe for an app, but wouldn’t be able to create a working prototype.

So you should split the larger deliverable of a working feature prototype into wireframe/design and development (at the very least).

For larger companies, a resource could be an entire team that includes designers, developers, and software testers. In which case, you don’t have to get as granular when planning and assigning tasks.

Accurately estimating task durations

The best way to predict the duration of tasks is to involve the actual resources who will handle the task in the planning process.

You don’t need to switch to Agile or Scrum to make this happen. You just need to involve the actual project implementers in the planning process, not just management.

Not only can they help with task durations, but they can also help with dependencies and expecting potential bottlenecks.

What is the best way to organize project tasks?

There are hundreds of different frameworks and methods for managing projects and breaking them down into tasks.

A few stand out because of their efficiency and ease of adoption and have become popular as a result.

Graph showing the usage of different project management methodologies.

Let’s take a closer look at these industry-leading options.

Waterfall refers to the traditional “predictive” project management approach. It’s called predictive because you plan every phase of the project from start to finish before even getting started.

The reason it’s called waterfall is that the projects are planned to follow a sequential order.

Diagram of the waterfall project management model.

First, you start out by figuring out the requirements of the project. What deliverables do you need to deliver a finished product?

Then you move on to designing and creating (implementing) it. Finally, you verify that the product works as intended, and launch it. The last stage includes the long-term maintenance of the product.

While berating waterfall is a popular pastime among younger management professionals, it has its place.

For physical products with a lot of dependencies and high costs associated with actual production time, mapping out the entire project in detail can be the best approach.

Instead of a specific methodology, Agile outlines a core set of values and principles to apply to your projects. As a result, Agile is an umbrella term that covers many different methodologies and frameworks .

The most famous principle is to deliver working iterations of your project frequently. That’s in contrast to planning out an entire product from start to finish like with waterfall.

Lean, like Agile, is not a specific framework that details a project management approach. Instead, it refers to a management philosophy with a core set of principles.

The focus of Lean is eliminating waste in processes throughout each stage of production. The execution is what controls the outcome, after all.

Fixing bottlenecks between departments to speed up the final assembly is a good example.

Not to be confused with Agile, which is more about high-level concepts and principles, Scrum is an actual framework for project management .

It outlines clear rules, meetings (ceremonies), and deliverables (artifacts), not just values.

The Scrum process framework from product backlog to increment delivery

For example, Scrum teams should only include a maximum of 9 regular team members. Daily Scrum meetings should only last 15 minutes.

The entire process of designing and completing a sprint is laid out in detail. That’s what makes the Scrum framework so useful for teams that want to implement more Agile principles into practice.

But it’s not the best for planning individual tasks within the involved teams or departments.

Which is why monday.com also offers more basic task boards that these teams can use to manage the day-to-day.

Screenshot of a task board example in monday UI.

You can easily divide larger items into smaller subtasks and assign them as well.

Use integrations and automations to automate menial tasks

If you want to perfect your workflow , it’s not enough to create some new task boards. You also need to eliminate repetitive menial tasks.

For example, with our smart integrations, you can automatically update a card or create a new task when you receive an email or message.

It’s a useful feature for a wide variety of teams and use-cases. For example, your software team could get a new task with every bug report.

By automating menial tasks, you give your managers and team the time and space to focus on crucial high-level decisions.

Keep managers up to speed with dashboards and reports

Want to see at a glance if tasks are being completed on schedule, or which people (or teams) are available for last-minute work?

You can easily create and customize a dashboard that will give your managers instant access to all the information they need.

Screenshot of creating a new reporting dashboard in the monday UI.

Master your tasks

Breaking down a project into tasks and assigning them effectively requires a bit of balance.

Finding the framework that works best for your industry and internal workflows and pairing them with the tips above can help you find the happy medium of management and autonomy that will allow your teams to thrive.

Whichever you choose, monday.com has the right templates and tools to help your projects succeed.

Identifying tasks for delegation based on client needs, the "right task" and the "right person": identifying tasks for delegation based on client needs, ensuring the appropriate education, skills, and experience of personnel performing delegated tasks, assigning and supervising the care provided by others, communicating tasks to be completed and report client concerns immediately, organizing the workload to manage time effectively, utilizing the five rights of delegation, evaluating delegated tasks to ensure the correct completion of the activity or activities, evaluating the ability of staff members to perform the assigned tasks for the position, evaluating the effectiveness of staff members' time management skills.

In this section of the NCLEX-RN examination, you will be expected to demonstrate your knowledge and skills of assignment, delegation, and supervision in order to:

The assignment of care to others, including nursing assistants, licensed practical nurses, and other registered nurses, is perhaps one of the most important daily decisions that nurses make.

Proper and appropriate assignments facilitate quality care. Improper and inappropriate assignments can lead to poor quality of care, disappointing outcomes of care, the jeopardization of client safety, and even legal consequences.

For example, when a registered nurse delegates aspects of patient care to a licensed practical nurse that are outside of the scope of practice of the licensed practical nurse, the client is in potential physical and/or psychological jeopardy because this delegated task, which is outside of the scope of practice for this licensed practical nurse, is something that this nurse was not prepared and educated to perform. This practice is also illegal and it is considered practicing outside of one's scope of practice when, and if, this licensed practical nurse accepts this assignment. All levels of nursing staff should refused to accept any assignment that is outside of their scope of practice.

Delegation, simply defined, is the transfer of the nurse's responsibility for the performance of a task to another nursing staff member while retaining accountability for the outcome. Responsibility can be delegated. Accountability cannot be delegated. The delegating registered nurse remains accountable for all client care despite the fact that some of these aspects of care can, and are, delegated to others.

Appropriate decisions relating to the successful assignment of care are accurately based on the needs of the patient, the skills of the staff, the staffs' position description or job descriptions, the employing facility's policies and procedures, and legal aspects of care such as the states' legal scopes of practice for nurses, nursing assistants and other members of the nursing team.

The " Five Rights of Delegation " that must be used when assigning care to others are:

In other words, the right person must be assigned to the right tasks and jobs under the right circumstances. The nurse who assigns the tasks and jobs must then communicate with and direct the person doing the task or job. The nurse supervises the person and determines whether or not the job was done in the correct, appropriate, safe and competent manner.

The client is the center of care. The needs of the client must be competently met with the knowledge, skills and abilities of the staff to meet these needs. In other words, the nurse who delegates aspects of care to other members of the nursing team must balance the needs of the client with the abilities of those to which the nurse is delegating tasks and aspects of care, among other things such as the scopes of practice and the policies and procedures within the particular healthcare facility.

Some client needs are relatively predictable; and other patient needs are unpredictable as based on the changing status of the client. Some needs require high levels of professional judgment and skill; and other patient needs are somewhat routinized and without the need for high levels of professional judgment and skill. Some client needs are acute, ever changing and/or rarely encountered; and other patient needs are chronic, relatively stable, more predictable, and more frequently encountered.

Based on these characteristics and the total client needs for the group of clients that the registered nurse is responsible and accountable for, the registered nurse determines and analyzes all of the health care needs for a group of clients; the registered nurse delegates care that matches the skills of the person that the nurse is delegating to.

For example, a new admission who is highly unstable should be assigned to a registered nurse; the care of a stable chronically ill patient who is relatively stable and more predictable than a serious ill and unstable acute client can be delegated to the licensed practical nurse; and assistance with the activities of daily living and basic hygiene and comfort care can be assigned and delegated to an unlicensed assistive staff member like a nursing assistant or a patient care technician. Lastly, the care of a client with chest tubes and chest drainage can be delegated to either another registered nurse or a licensed practical nurse, therefore, the registered nurse who is delegating must insure that the nurse is competent to perform this complex task, to monitor the client's response to this treatment, and to insure that the equipment is functioning properly.

The staff members' levels of education, knowledge, past experiences, skills, abilities, and competencies are also evaluated and matched with the needs of all of the patients in the group of patients that will be cared for. Some staff members may possess greater expertise than others. Some, such as new graduates, may not possess the same levels of knowledge, past experiences, skills, abilities, and competencies that more experienced staff members possess. Some may even be more competent in some aspects of client care than other aspects of client care. For example, a licensed practical nurse on the medical surgical floor may have more knowledge, skills, abilities, and competencies than a registered nurse in terms of chest tube maintenance and care because they may have, perhaps, had years of prior experience in an intensive care area of another healthcare facility before coming to your nursing care facility.

Delegation should be done according to the differentiated practice for each of the staff members. A patient care technician, a certified nursing assistant, a licensed practical nurse, an associate degree registered nurse and a bachelor's degree registered nurse should not be delegated to the same aspects of nursing care. Based on the basic entry educational preparation differences among these members of the nursing team, care should be assigned according to the level of education of the particular team member.

Also, staff members differ in terms of their knowledge, skills, abilities and competencies. A staff member who has just graduated as a certified nursing assistant and a newly graduated registered nurse cannot be expected to perform patient care tasks at the same level of proficiency, skill and competency as an experienced nursing assistant or registered nurse. It takes time for new graduates to refine the skills that they learned in school.

Validated and documented competencies must also be considered prior to assignment of patient care. No aspect of care can be assigned or delegated to another nursing staff member unless this staff member has documented evidence that they are deemed competent by a registered nurse to do so. For example, a newly hired certified nursing assistant cannot perform bed baths until a supervising registered nurse has observed this certified nursing assistant provide a bed bath and has decided that they are now competent to do this task without direct supervision.

All healthcare facilities and agencies must assess and validate competency before total care or any aspect of care is performed by an individual without the direct supervision of another, regardless of their years of experience. Competency checklists are used to document the competency of the staff; they must be referred to as assignments are made. Care can be delegated to another only when that person is deemed competent to perform the role or task and this competency is documented.

Scopes of practice are also considered prior to the assignment of care. All states have scopes of practice for advanced nurse practitioners, registered nurses, licensed practical nurses and unlicensed assistive personnel like nursing assistants and patient care technicians.

The job of the registered nurse is far from done after client care has been delegated to members of the nursing team. The delegated care must be followed up on and the staff members have to be supervised as they deliver care. The registered nurse remains responsible for and accountable for the quality, appropriateness, completeness, and timeliness of all of the care that is delivered.

The supervision of the care provided by others includes the monitoring the care, coaching and supporting the staff member who is providing the care, assisting the staff member with priority setting and time management skills, as indicated, educating the staff member about the proper provision of care, as indicated by a knowledge or skills deficit, and also praising and positively reinforcing the staff for a job well done.

Remember, the delegating registered nurse is still responsible and accountable for all of the client care that is delegated to others.

Registered nurses who assign, delegate and/or provide nursing care to clients and groups of clients must report all significant changes that occur in terms of the client and their condition. For example, a significant change in a client's laboratory values requires that the registered nurse report this to the nurse's supervisor and doctor.

They must also communicate and document all tasks that were completed and the client's responses to this treatment. As the old adage says, "If it wasn't documented, it wasn't done."

Time is finite and often the needs of the client are virtually infinite. Time management, organization, and priority setting skills, therefore, are essential to the complete and effective provision of care to an individual client and to a group of clients.

Priorities of care, as previously discussed, are established using a number of methods and frameworks including the ABCs, Maslow's Hierarchy of Needs and the ABCs/MAAUAR method of priority setting.

Some time management techniques, in addition to priority setting, that you may want to consider using to insure that you manage your workload and time effectively include:

As previously discussed, all delegation may be based on the "Five Rights of Delegation" which are:

The "right" directions and communication

In addition to the supervision of delegated tasks in terms of quality, appropriateness, and timeliness, the registered nurse who has delegated tasks must insure that the assigned activities have been correctly completed.

When assignments are made, the registered nurse must insure that the staff member will have ample time during the shift to complete the assignment and, then, the registered nurse must monitor and measure the staff members' progress toward the completion of assigned tasks throughout the duration of the shift.

This monitoring must be done in an ongoing and continuous manner and not at the end of the shift when it is too late to make corrections.

As previously discussed, staff members should have documented competency for all tasks that are assigned to them. All nursing team members have the responsibility, however, to refuse an assignment if they believe that they cannot do it properly. When this occurs, the registered nurse should either teach the staff member how to perform the task and then document their competency in terms of this assigned task or assign the task to another nursing team member who has documented competency and is sure that they can perform the task in a correct manner.

Part of supervision entails the ongoing evaluation of staff's ability by the registered nurse to perform assigned tasks using direct observations and with indirect observations of patient safety, the quality of the care provided, the appropriateness of care provided, and the timeliness of care provided. For example, the registered nurse can directly observe the performance of the nursing assistant while the client is being transferred from the bed to the chair; and the registered nurse can review the medication administration record to determine if the licensed practical nurse has administered medications in a timely manner which is an example of indirect observation.

The ability of a staff member to perform a specific task is not only based on their competency but it is also based on their:

All states throughout our nation have legally legislated scopes of practice for registered professional nurses, licensed practical or vocational nurses, and advanced nursing practice nurses; and they also have legal guidelines related to what an unlicensed, assistive staff member, such as a student nurse technician, patient care aide, patient care technician or nursing assistant, can and cannot legally perform regardless of whether or not the healthcare provider or the delegating nurse believes that they are competent to do.

Although these legal, legislated scopes of practice may vary a little from state to state, they share a lot of commonalities and similarities. For example:

Nurses violate scope of practice statutes, or laws, when they function in roles and aspects of care that are above, beyond and/or not included in their scope of practice. Permanent license revocation may occur when a nurse practices outside of the legally mandated scope of practice. Additionally, licensed nurses who have failed to either reapply for their license or have had it revoked as part of a state disciplinary action cannot and continue to practice nursing are guilty of practicing nursing without a license.

Among the tasks that CANNOT be legally and appropriately delegated to nonprofessional, unlicensed assistive nursing personnel, such as nursing assistants, patient care technicians, and personal care aides, include assessments, nursing diagnosis, establishing expected outcomes, evaluating care and any and all other tasks and aspects of care including but not limited to those that entail sterile technique, critical thinking, professional judgment and professional knowledge.

Some examples of tasks and aspects of care that can be delegated legally to nonprofessional, unlicensed assistive nursing personnel, provided they are competent in these areas, under the direct supervision of the nurse include:

In addition to the legally mandated state scopes of practice, the registered nurse must also insure that the delegated tasks are permissible according to the nursing team members' position description which is also referred to as the job description, and the particular facility's specific policies and procedures relating to client care and who can and who cannot perform certain tasks.

For example, intravenous bolus and push medications may be permissible for only licensed registered nurses in certain areas of the healthcare facility such as the intensive care units; the administration of blood and blood components may be restricted to only registered nurses; and the care of a client who is receiving conscious sedation may be restricted to only a few registered nurses in the particular healthcare facility, according to these job descriptions, policies and procedures.

As previously mentioned, the registered nurse must allot a reasonable amount of time for staff members to complete their assignments when care and tasks are delegated. The staff should be able to complete their assignments within the allocated period of time. When an assignment is not done as expected, the delegating nurse should determine why this has occurred and they must take corrective actions to insure task completion.

One of the things that the delegating nurse will want to consider when an assignment is not completed within the allotted time frame is determining whether or not the staff member is organizing their work and using effective time management skills. If the staff member is not using effective time management skills, the nurse must teach and assist the staff member about better time management and priority setting skills.

SEE – Management of Care Practice Test Questions

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Bookings vs assignments

Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment - deal to proforma invoicing

Bookings are the hard or soft allocation of resources to a project. Hard bookings consume a resource's capacity. Bookings represent organizational concepts for teams so that they can understand how resources will be engaged across various projects. Dynamics 365 Project Operations considers bookings a project-level concept.

Unlike bookings, assignments are the commitment of resources to project tasks in the project schedule. The resources can be named or generic. When a resource requirement is derived from the project task assignments, Project Operations uses the effort contours of the resources assignment to build the contours of the resource requirement details. However, a refence to the resource assignments isn't maintained. Updates to the bookings derived from the resource requirement don't update any resource assignments.

Typically, the sum of the bookings for a resource will equal the sum of the resource's assignments across one or many tasks. However, Project Operations doesn't enforce this agreement. The Reconciliation view shows the Project manager places where a resource's bookings and assignments don't agree.

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Happenings at MTurk

Aug 7, 2017

Tutorial: Understanding HITs and Assignments

Amazon Mechanical Turk (MTurk) is a powerful vehicle for getting tasks done quickly and efficiently but it works a bit differently from other crowdsourcing marketplaces. The terms HIT and Assignment can be confusing to those that are new to MTurk and just want to get a spreadsheet worth of data processed. In this tutorial we’ll explain how to go from a spreadsheet to completed results and provide details on how we made decisions about HITs and Assignments.

Starting from a spreadsheet

Many Requesters start using MTurk with a spreadsheet they want processed. One option is to send this big file of data off to a freelancer and ask them to spend the next week on the task. While that is a good option in some cases, it typically takes far too long and there aren’t great ways to measure the quality of the work being done by your freelancer.

The power of MTurk is in the ability to slice that spreadsheet up into individual tasks that can be completed by many Workers. By splitting it up, you get results much more quickly. And by asking that each task be done by two, three, or more Workers, you can ensure that the results you get back are of the highest quality possible.

Let’s start with an example, we want Workers to identify the objects in all of the images stored in a spreadsheet:

The easiest way to approach this is to view each row as a task you want completed. In MTurk, this is a Human Intelligence Task (HIT). Each HIT will ask a Worker to identify the object in the image. A Worker might do just one of these HITs, or dozens. By allowing hundreds of Workers to work on your project at once, you get faster results.

Faster results are only part of the story. With MTurk it’s easy to assign the same HIT to multiple distinct Workers. These are called Assignments and it’s a powerful way to increase the accuracy of your results. In this case, we’re going to assign each item to three Workers:

Even the most diligent Worker will make a mistake occasionally so assigning HITs to multiple Workers is a great way to check for response quality. If a Worker makes a mistake and two other Workers agree on the correct answer, you can use their result as an answer.

For example, here Worker A2XXXXXXXX accidentally clicked the wrong button and selected rabbit instead of dog, but because we have two other Workers letting us know it’s a dog, we can assume their answer is correct. If for some reason all three Workers disagreed, that could be a signal that the image or the instructions are confusing and it needs to be reviewed separately.

MTurk in practice

Let’s set this Project up in MTurk. To start we’ll visit the Create tab on the Requester website and select Image Classification and Create Project.

In your HIT Properties you can specify information about your project including a description, reward amount, and how many Workers you want assigned to each HIT. Here we are assigning the HIT to three Workers and expect that total work time across all three Workers will be about 18 seconds, or 6 seconds per Worker per HIT.

Now we can continue on to design the layout of our task, including adding instructions for our Workers. More information on doing this for various task types including image categorization can be found in other MTurk Tutorials .

Now that we have our Project defined, we can publish the data in our spreadsheet for Workers to start working on. We recommend starting small so that you can make sure everything is working correctly. First, we’ll copy a dozen rows from your spreadsheet to a new Workbook and save this data in comma delimited (CSV) format.

We can now select Publish Batch to load this CSV file and publish it to Workers.

Workers will find and complete these HITs.

When we return to the batch management page, we see that all of the Assignments have been completed and can now download the results.

The results will typically show Workers generally agreeing on answers with occasional cases of disagreement:

There are a variety of techniques for identifying and handling cases where Workers disagree depending on the type of task being performed. We’ll address those in future tutorials.

We hope you found this to be a helpful introduction to HITs and Assignments. If you have any questions, please post a question to our MTurk forums . To become a Requester, sign up here .

More from Happenings at MTurk

Every day Amazon Mechanical Turk (MTurk) helps Requester customers solve a range of data processing, analysis, and moderation challenges. This is made possible by the contributions from Worker customers around the world that power the MTurk marketplace.

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The Difference Between 'Task' and 'Assignment'
As you may know, both task and assignment are nouns describing an activity that you must complete. A task is something you have to do. An assignment is usually a task that someone gives...
What is the difference between "task" and "assignment"?
1 Answer Sorted by: 3 Task is a piece of work to be done or undertaken. Assignment is a task assigned as part of a job or course of study. In short, assignment = task given to you. Share Improve this answer Follow answered May 8, 2012 at 13:19 Fr0zenFyr 2,309 2 17 22 Add a comment Not the answer you're looking for? Browse other questions tagged
Task vs Assignment
As nouns the difference between task and assignment is that task is a piece of work done as part of one's duties while assignment is the act of assigning; the allocation of a job or a set of tasks. As a verb task is to assign a task to, or impose a task on. Other Comparisons: What's the difference? Tasking vs Assignment Assignments vs Task
Assignment Definition & Meaning
Synonym Discussion of Assignment. the act of assigning something; a position, post, or office to which one is assigned… See the full definition Hello, Username. Log In Sign Up Username . My Words ... the assignment of a task. 2. a: a position, post, or office to which one is assigned.
Task vs. Assignment
Task vs. Assignment Published: 23 May, 2022 Task noun A piece of work done as part of one's duties. Assignment noun The act of assigning; the allocation of a job or a set of tasks. 'This flow chart represents the assignment of tasks in our committee.'; Task noun A difficult or tedious undertaking. Assignment noun
97 Synonyms & Antonyms of ASSIGNMENT
Synonyms for ASSIGNMENT: task, job, duty, project, mission, chore, responsibility, function; Antonyms of ASSIGNMENT: dismissal, discharge, expulsion, firing ...
What is the difference between "homework" and "assignment" and "task
Tasks and assignments can be used interchangeably in this case, but assignment typically has a more serious or involved tone. For example, a janitor would not have assignments; they may have multiple tasks, or simple things they must do with little to no involvement. An engineer would have assignments, comprising of many, many tasks that would ...
I Tried 4 To-Do List Methods. Here's What Worked
List #3 is for tasks that have been on your to-do list forever, but that you're never going to get done. Once you have all three lists, start with list #2. Schedule the tasks you need to get ...
Assign and track tasks
Tasks help track things you need to do. You can assign tasks to other people as well. On the navigation bar, click Tasks, and then click New Task, or open an existing task. Keyboard shortcut To create a task, press Ctrl+Shift+K. Click Assign Task. In the To box, enter a name or an email address. Enter Subject, Start date, and Due date.
Track and Manage Tasks
Collaborate on shared Microsoft 365 documents. Use @mentions within comments in Word, Excel, and PowerPoint to create and assign tasks. 1 Receive an email notification when you're assigned a task, see a preview of the document, and reply directly from Outlook.
To Do vs. Planner
In Teams, you can work on your plan right alongside team Posts and Files. To Do and Planner The best part is that you can use To Do and Planner together, to compliment each other. In To Do, select Assigned to you to see tasks assigned to you. In Teams, see your To Do tasks and Planner tasks alongside each other using the Tasks app. Want more?
How to give assignments to team members
Make a meeting with the team leads and go through the points above. Assign tasks according to each team's availability, interest, and skill required to successfully push the project forward. As team leads - assign tasks further down the pipeline. Track task completion and make necessary changes along the way.
Job vs Assignment
In computing terms the difference between job and assignment is that job is a task, or series of tasks, carried out in batch mode (especially on a mainframe computer) while assignment is an operation that assigns a value to a variable. As nouns the difference between job and assignment is that job is a task while assignment is the act of assigning; the allocation of a job or a set of tasks.
Resource bookings and how they relate to task assignments
The tasks can be assigned to a generic resource, which is then used to find and replace the generic with a named resource. In both cases, the act of booking the resource reserves the resource's capacity. The project manager who is planning the project owns the project plan and the schedule.
What is a task? Definition, examples, and how to get more done
In project management, a task is a work item or activity with a specific purpose related to the larger goal. It's a necessary step on the road towards project completion. For example, it could be something as complex as a mobile app bug fix. Or it could be something as simple as photocopying the latest brochure for distribution.
Tasks vs Classroom assignment Visibility
The quest marker would show a task, but the activity isn't necessarily released in Classroom if the assigned time hasn't been reached. I'll try it with a few smaller tasks to double check if that is the case. Thank you though, as your suggestion did remind me of the ability to individually assign GClassroom tasks to students.
Assignment, Delegation and Supervision: NCLEX-RN
The nurse who assigns the tasks and jobs must then communicate with and direct the person doing the task or job. The nurse supervises the person and determines whether or not the job was done in the correct, appropriate, safe and competent manner. The "Right Task" and The "Right Person": Identifying Tasks for Delegation Based on Client Needs
Bookings vs assignments
Unlike bookings, assignments are the commitment of resources to project tasks in the project schedule. The resources can be named or generic. When a resource requirement is derived from the project task assignments, Project Operations uses the effort contours of the resources assignment to build the contours of the resource requirement details.
Tutorial: Understanding HITs and Assignments
Amazon Mechanical Turk (MTurk) is a powerful vehicle for getting tasks done quickly and efficiently but it works a bit differently from other crowdsourcing marketplaces. The terms HIT and Assignment can be confusing to those that are new to MTurk and just want to get a spreadsheet worth of data processed. In this tutorial we'll explain how to ...
17 Do's and Don'ts of Job Interview Assignments (With Examples)
Some companies use job interview assignments to receive high-quality work without having to compensate an individual. If a project is complex, some companies will pay you for your interview project. Job interview assignment examples. Job interview assignments vary for each type of job. Here are a few examples of job interview assignments: Example 1

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