How to Assign a Task to Another Contact via Contact View

Location: Contact Record View/Tasks Section-> Find and Edit Task.  In Task Editor, Find and Update the Owner Field

Overview: A convenient way to reassign a task to someone else is to visit the relevant contact record—either yours as the owner, or an associated lead contact—go the Tasks section, find, and edit the task. In the Owner field of the task editor, click the Find button and in the finder that comes up, find, and select the contact you want to reassign the task to.

Watch: View this quick tutorial to learn more about reassigning ownership of a tasks to another contact.

See Also: Work with Your Tasks via the Finder

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Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View