Tasks | Adding admin tasks regarding a contact

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

1. Login as an admin

2. Open Contact

3. Search and select a contact

You can assign a task while in bookings also!

4. Using the actions / 3 dots menu (top right of the contacts file)

5. Select ‘assign admin task’

6. On the popup,

   1. enter the summary and description

   2. Start typing your assignee name - it will only find admin contacts

   3. set your due date

   4. Save Changes

Outcome:

• The task is assigned to the admin

• The task can be seen on the contacts ‘tasks' tab

• Admin can see all tasks in Tasks left menu