Assign a To-Do

Learn how to assign and delegate tasks to anyone in your shared database group.

• When creating or editing a To-Do, you will see an Assign To option. Use the drop down to select the team member you want to assign the To-Do.
• You will only be able to assign a To-Do to a team member that has access to the contact.

• If a Power User does not share the contact, you will not see their name in the Assign To drop down.

  
  

_{Video Transcript}

_{You can assign To-Dos to anyone in your database sharing group. In this example, Kevin, Alice, Colby and James can assign To-Do’s to each other. Let’s see how to do that. Right now, I'm logged in as Kevin. I’ll bring up a Contact and go to the To-Do List. When I add a To-Do, I see this drop down called ‘Assign To’. I will assign this To-Do to James. Now if I go in and login as James, and look at his To-Do’s, I'm going to see that he needs to call Nick Harper to check in. Please note that anyone in the sharing group can reassign a To-Do. So in this case James could reassign this To-Do to someone else.}