Viewing Other Users Tasks, Assigning and Reassigning Tasks

View other peoples tasks
We can now provide you with the ability to be able to view tasks as other people (CRM users), this may be important for Managers where team members are on h...
Thu, 31 Jan, 2019 at 3:10 AM
Assigning tasks to others
How do I assign a task to someone else? 1. Go into task section inside a contacts record and click on add a task as shown below in red:  ...
Fri, 21 Dec, 2018 at 3:11 AM
Can I reassign a task that was assigned to me, over to another user?
This is not possible as the task that you have been assigned will have tracking set from the originator of the original assigned task.   Instead you wil...
Sun, 1 Jul, 2018 at 11:25 PM