Assigning a Task to a User
Before assigning a task to a certain user, please ensure that you have added your team member to your team (s) and assigned a role. |
Step 1:
Open one of your transactions and click the Tasks tab or task templates. |
Step 2:
Click Roles and select one or more roles that you want to assign a task. This will automatically add the assigned user to the task. |
How to Only See Tasks Assigned to a Specific Team Member Inside the Transaction
Step 1:
Open one of your transactions and click the Tasks tab. |
Step 2:
From the filter bar, click the person icon and choose a user to see all the tasks assigned to that person. |
