Assign To-Do’s

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Learn how to assign and delegate tasks to anyone in your shared database group.

• Transcript

  You can assign To-Dos to anyone in your database sharing group.

  In this example, Kevin, Alice, Colby and James can assign To-Do’s to each other.

  Let’s see how to do that.

  Right now, I'm logged in as Kevin.

  I’ll bring up a Contact and go to the To-Do List.

  When I add a To-Do, I see this drop down called ‘Assign To’.

  I will assign this To-Do to James.

  Now if I go in and login as James, and look at his To-Do’s, I'm going to see that he needs to call Nick Harper to check in.

  Please note that anyone in the sharing group can reassign a To-Do.

  So in this case James could reassign this To-Do to someone else.