How can I Assign Task of a Customer to an Employee?

• Log in and access the Customers App from your universal navigation menu bar.
• Click on the “Show All" button from the left navigation panel.
• Click on the "More Details" icon to overview customer information.

• Click on the “Tasks” tab in the selected customer profile.

• Click on “Create Task” and provide all information related to the tasks.

• "Create Task" popup appears in which the “Assigned to” field is present. You can add employees who need to accomplish this task.

• Click on the “+” icon to add employees from the Employee: Search and Select popup.

• You can also assign a task to more than one employee.

Related Links

• Assign tasks to multiple people
• Search customers
• Customer app notifcation
• Perform bulk action