Assign a task or a decision to an external user

How to assign a task or a decision to an external user (non-Sherpany users)

With Sherpany, you can easily assign tasks or decisions to external users who are not Sherpany users by using their email addresses. 

Once a task or a decision has been assigned, external users will receive an email notification of their assigned task or decision automatically right away at the provided email address.

To assign a task or decision to an external user who is not a Sherpany user, follow these steps:

1. Go to the meeting you want to assign the task or decision to the external user.
2. In the "Meeting Minutes" section, find the relevant agenda item and click "Notes".
3. In the Assignee field, type the external user's email address or filter by the external assignee in the dropdown menu.
4. Publish the Meeting Minutes to automatically notify the external user via email.