Assigning tasks to other admins is an add on feature. Please contact us to get a demo.
How to assign a Task regarding a contact to an admin
Login as an admin
Search and select a contact
You can assign a task while in bookings also!
Using the actions / 3 dots menu (top right of the contacts file)
Select ‘assign admin task’
On the popup,
enter the summary and description
Start typing your assignee name - it will only find admin contacts
set your due date
The task is assigned to the admin
The task can be seen on the contacts ‘Todo’s' tab
Admin can see all todos in ‘Todo’s All'
Viewing/Accessing All Todos created by admin(s)
Login as admin
Using the left menu, Navigate down to the Todos Menu
Select All Todos
View list of todos created
Using the actions column, select Edit
Change status from Open to Done.