Assigning Tasks to Team Members
You can assign existing tasks to team members by clicking the More Options menu (3 dots) next to a task.
Select Assign to... from the options provided:
Select a team member to assign the Task from the pop-up and then Confirm the change.
Your team member will receive a confirmation notification that the task has now been assigned to them.
Sharing Tasks with Team Members
You can share Tasks with multiple team members at the time of creation or when editing a Task.
This is also available for Tasks in Automations.
Select team members from the drop-down list.
Click Save after creating or updating the Task.
Your team member will receive a notification that the Task has been shared with them.
Note: If the Task is associated with a specific client, only team members with access to that client will see the Task.