Assign a Task

Assign a task or recurring reminder to a team member


Skip ahead to...

Pipeline

Schedule

 

Assign tasks from pipeline

Navigate to the Pipeline tab.

Select the bottom of the card.

Type in task or select the arrow button for suggested tasks.

Click Save.

Click on the task.

Select Edit task.

Click on the Assign to field to remove yourself.

Click on the Assign to field again.

Choose member.

Changes are auto-saved.

 
 

Assign tasks from Schedule

Navigate to the Schedule tab.

Click Add Event.

Click on Assigned to field.

Choose team member.

Click Save.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us