Assign a To-Do

Team members that share contacts can assign To-Dos to each other.


 

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.

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