The Assigned To field assigns a record to one or more members. Link it to a Status field in the field settings and the record appears in each assignee's My Work with a notification; Member Filters limit who can be chosen, and an option turns assignment notifications off.
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What is the Assigned To field?
The Assigned To field assigns a record to one or multiple members. It includes special behaviors to enhance workflow and collaboration.
Plan Availability | All plan types |
Permissions | Workspace Admins, Solution Creators and Solution Managers: Can create, modify, delete, and manage Assigned To fields in their solutions. |
Platform | Web |
Related Reading |
What does assigning a record do?
Displays in My Work Panel: Assigned records appear in members' My Work panel when linked to a Status field.
Triggers Notifications: Notifies assigned members automatically.
Supports Automations: Used in automations as a trigger condition or an action value.
Enables Custom Views: Allows filtering, sorting, and creating personal views of assigned work.
Integrates with Member Directory: Pulls from SmartSuite's Member Directory, enabling quick search and profile previews when assigning records.
How do I add an Assigned To field?
From Grid View
Navigate to the Grid View of your table.
Click the + Add Field button.
Select the "Assigned To" field type.
Customize as needed and save.
From Record View
Open a record in Record View.
Click the + sign option next to a current field to add a new field below.
Choose "Assigned To" and customize as required.
How do I customize it?
Solution Managers have customization options, including:
Display Style: Choose between "Avatar and Name" or "Avatar Only."
Member Filters: Set filters to restrict selections to specific team members based on attributes like department or role.
Required Field: Mark the Assigned To field as required to ensure accountability.
Check out quick articles on Setting Default Field Values and Adding Help Text to fields.
Member filters
Filters are helpful for specialty solutions where specific team members handle most assignments. For example, only Marketing Department Members Profiles can be selected for a Campaign Management solution.
How do assigned records reach My Work?
Records with an Assigned To field linked to a Status field will:
Appear in the assigned members' My Work queue.
Include associated due dates.
Link the field to a Status field
Go to the field settings.
Link the Assigned To field with the appropriate Status field.
Turn off assignment notifications
Under Options, enable "Disable assignment notifications" to prevent in-app and email notifications when members are assigned.
What are the two ways to use it?
1. Assign work for completion
Use the Assigned To field to track work through completion by linking it to a Status field with a clear "completion" status.
Track Ownership: Know who is responsible (Assigned To field).
Monitor Progress: Use the Status field to see the current state.
Manage Deadlines: Link to Due Date fields for time-sensitive tasks.
2. Assign an owner for management
The Assigned To field can designate an ownership relationship for ongoing activities, such as:
Workspace Management: Assign a manager to oversee the health of client relationships.
Long-term Engagements: Manage renewals, services, and general issue tracking across related applications.
What are common ways to use it?
Departmental collaboration
Scenario: The Marketing team needs access to shared workspaces for campaigns and projects.
Solution: Create a "Marketing Team" with relevant members to collaborate on tasks and comments.
Project-specific assignments
Scenario: A project requires assigning specific tasks to team members.
Solution: Use the Assigned To field to allocate responsibilities and track completion.
Long-term client management
Scenario: A workspace manager is assigned to oversee client relationships.
Solution: Assign ownership using the Assigned To field while managing individual tasks in related applications.
Related articles
Frequently asked questions
Why is my assigned record not showing in My Work?
Ensure the Assigned To field is linked to a Status field that is configured correctly. This section of the article has the details on how to configure this.
How many Assigned To fields can one table have?
There is no hard limit; however, best practices recommend using only the necessary number of Assigned To fields to maintain clarity.
How do I stop assignment emails and in-app notifications?
Open the field settings, go to Options and enable Disable assignment notifications. This applies to that field only.
How do I limit who can be selected?
Turn on Member Filters in the field settings and filter by attributes such as department or role; only matching members appear in the picker.
Does assigning a record notify the person?
Yes, unless assignment notifications are disabled on the field. The record also appears in their My Work when the field is linked to a Status field.
Last verified 21 Oct 2026 against this article as Product wrote it in Feb 2025 (field options, My Work rule); the Permissions line corrected from "Percent fields" to "Assigned To fields"