Assigning a Routine

The Routine Owner is the person responsible for the routine's overall performance.

Routines are sets of recurring tasks that fulfill a job, responsibility, or goal (e.g., financial reporting, marketing strategy, onboarding, etc.). For more details, see how Tactick is organized.

Note: To assign a routine in an organization you don't own, you need to have the proper permissions.

Assigning an routine

  1. Go the Design Work section of the Routines screen.
  2. Select the organization and area that the routine you want to assign is in.
  3. Click on the routine you want to assign.
  4. Click on the name (or profile picture) of the current routine owner. This will open the routine assignment popup.

  5. Click on the person you want to assign the routine to.

That's it! This change will take effect immediately and we'll notify the new routine owner.