Task Assignment

How to assign tasks to team members, track their progress, and configure each person's preferred task tool.

Overview#

When you delegate work to a VA, MarTech specialist, or other team member, Coppermind can assign the task directly. If the team member uses ClickUp or Asana, the task routes to their tool. If they do not have an external tool configured, Coppermind stores the task as a commitment memory that both of you can track.

This keeps task delegation inside your CMO workflow instead of requiring you to switch to a separate project management tool.

When to Use This#

• After a client meeting, you have action items to delegate
• During weekly planning, you are assigning deliverables for the week
• A client request comes in and you need to hand it off to a team member
• You want to check what is currently assigned and to whom

Assigning a Task#

Just tell Coppermind who should do what:

"Assign to Sarah: Write the Q3 blog post outline for Acme, due Friday, high priority"

Or be more detailed:

"Assign a task to Mike:
 Title: Set up Google Ads conversion tracking for Acme
 Due: April 10
 Priority: urgent"

Coppermind creates the task with:

• Title -- what needs to be done
• Assignee -- which team member (Claude matches the name to the right person)
• Due date -- when it is due (optional)
• Priority -- low, medium (default), high, or urgent
• Description -- additional context (optional)

If Claude needs help identifying someone (for example, two team members with similar names), it will ask you to clarify. You can always say "Show me the team" to see the full list with everyone's details.

If the assignee has ClickUp or Asana configured, Coppermind routes the task to their tool. Otherwise, it stores the task as a commitment memory tagged with the assignee and priority.

Viewing Assigned Tasks#

To see all tasks across all team members:

"Show me all assigned tasks"

To filter by person:

"What tasks does Sarah have?"

To filter by status:

"Show me all pending tasks"

You can combine filters:

"Show me Sarah's overdue tasks"

Configuring a Team Member's Task Tool#

Each team member can have a preferred task tool. Set it once, and all future task assignments route there automatically.

"Set Sarah's task tool to ClickUp"

For tools that need configuration (like a specific ClickUp list or Asana project), provide the details:

"Configure Mike's task tool:
 Tool: Asana
 Project ID: 1234567890"

Available task tools:

If no tool is configured, Coppermind is the default. The team member does not need to do anything -- the CMO configures this for them.

How Tasks Appear in Briefs#

Tasks stored in Coppermind (not routed to external tools) appear in meeting briefs as open commitments. When you run /cmo-prep or /cmo-brief, assigned tasks show up under action items with the assignee's name.

This means you do not need to separately check a task list before a meeting -- your brief already includes what is outstanding.

Real-World Example#

After Acme's Monday meeting:

"Assign to Sarah: Draft the case study for Q2 email campaign, due Friday"
"Assign to Mike: Fix the UTM tracking on the landing page, due Wednesday, urgent"

Wednesday morning:
"What tasks are still open for Acme?"

Result:
  Sarah: Draft the case study (due Friday) -- pending
  Mike: Fix UTM tracking (due today) -- pending

Tips#

• Assign tasks right after meetings. While action items are fresh, delegate them. Coppermind stores the client context automatically.
• Use priorities consistently. Reserve "urgent" for same-day needs. Default "medium" is fine for most tasks.
• Check tasks during weekly reviews. Ask "how did this week go?" and Coppermind surfaces overdue and upcoming tasks as part of the review.
• External tools require setup. If a team member uses ClickUp or Asana, configure their tool once and it works for all future assignments. No per-task setup needed.