Assign Task
You can assign a user in the system to a task regarding a specific account. If you want the user to receive notifications in the message center for tasks assigned, make sure this is enabled! See the instructions in Viewing the Message Center.
- From the bottom navigation bar on the Account page, click Action and click Assign Task.
The Assign Task section appears.
- Choose the user, and then type details about the task in the Notes field.
- Click Confirm.
The task you assigned appears under the Notes tab and shows who it was assigned to and assigned by.
