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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Related Topics:

• How to Create a Call Log via Contact View
• How to Create an Event via Contact View
• How to Create a Note on a Lead Contact
• How to Create an Opportunity via Contact View
• How to Create a Task on a Contact via Contact View
• Review a Contact’s Completed Forms via Contact View
• Review Activities Section in Contact View via Contact View
• Working with Sales Force Management Using the Finders

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