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How Do I Assign a Task to Another User?

Updated this week
  1. Open the booking or record

  2. Go to the Tasks tab.

  3. Either:

    • Click “New Task” to create a new one, or

    • Click on an existing task to edit it.

  4. In the task editor, look for the field labeled “Assigned To”.

  5. Click the dropdown — this will show a list of active users in your organization.

  6. Select the user you want to assign the task to.

  7. Click Save (or Update Task if you’re editing).

The selected user will then appear as the assignee on that task, and they’ll be notified if notifications are enabled.

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