There are two versions of tasks: one for regular users like reps and setters and one for custom user assignment. Custom user assignment tasks allow users to assign users, notify other users, and choose which notifications they receive.
The following roles should have access to the user assignment feature: Admin, Company admin, Super admin, Operations, Project manager. Users with the Office Admin role have access IF the customer belongs to the same office they do
Users can view all of their assigned tasks in the "Tasks" box on their Sales Rep Dashboard, or by clicking their name in the top right corner and then clicking "My Tasks"
Clicking the [ ->] icon on the sales rep dashboard task box will present a list view of assigned tasks. The table shows all pending and completed tasks, as well as other important information about each task.
Tasks can be created and added on the lead page and on the install tracker. Click the + icon on the task box to add a task.
Give the task a name, due date/time, assigned user, and select which users should be notified when the task is completed. Once a task has been created and assigned, it will show up under the assigned user's tasks.