Geteilte Anleitung

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.

viktoriaviktoria
·6 Schritte·8 Aufrufe·Veröffentlicht
Guide Video
0:00 / 0:00
AI-narrated · Nova voice · English
Step-by-step Guide6 Schritte

  1. Click the CRM link

    Click the CRM link
    Loading screenshot…
    100%

  2. Click the Tasks link

    Click the Tasks link
    Loading screenshot…
    100%

  3. Click the Edit button

    Click the Edit button
    Loading screenshot…
    100%

  4. Click team member's name

    Click team member's name
    Loading screenshot…
    100%

  5. Click the 'No owner' dropdown menu

    Click the 'No owner' dropdown menu
    Loading screenshot…
    100%

  6. Click the Save button

    Click the Save button
    Loading screenshot…
    100%