Tasks can be assigned to an employee using the Assign To field on the Task modal. An employee can be assigned to the task when it is created or added later. The task can also be reassigned to a different employee by editing the task.

Note: Only one employee can be assigned to a task at a time. 

To Assign an Employee:

Step    Action

   1.     From the Task modal, complete the fields and then select an employee from the Assigned To field drop-down. 

2.      Select {Save}. A results window will pop-up to indicate the task saved successfully.

For additional information, see General - Tasks.