Shared guide

How to assign a task to a team member

Step-by-step guide covering: Click the CRM link; Click the Tasks link; Click the Edit button; Click team member's name.

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Step-by-step Guide6 steps

  1. Click the CRM link

    Click the CRM link
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  2. Click the Tasks link

    Click the Tasks link
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  3. Click the Edit button

    Click the Edit button
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  4. Click team member's name

    Click team member's name
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  5. Click the 'No owner' dropdown menu

    Click the 'No owner' dropdown menu
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  6. Click the Save button

    Click the Save button
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