How to assign a task to someone else?

Often, you need to assign tasks to another member of your team in your day-to-say operations. In UPilot CRM, you can assign tasks to someone else both during the creation of the task as well as after a task has been created.

During Task Creation

To assign a task to someone else while you are creating your task, you can do so in the following manner:

1. On the Task Creation page, click on ‘show all fields‘
2. Scroll down to the bottom to ‘Assigned to‘ and click on your name which is there by default
3. Remove your own name and start typing the name of the person to whom you want to assign the task to
4. Select the name from the dropdown that appears
5. Click on ‘Create task‘

Already Existing Task

To assign a task that already exists in the system to someone else, you can do so by:

1. Open the required task to be reassigned
2. At the bottom, in ‘Additional info’ click on the ‘down arrow’ to see various fields
3. Remove your own name and start typing the name of the person to whom you want to reassign the task to
4. Select the name from the dropdown that appears
5. Click anywhere outside to autosave