Notes & Tasks
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Getting to Know Endear
How do I assign multiple associates to a task?
Assign as many associates as you want to a task
You can assign as many associates as you want to a task. You can assign associates either when you are creating a task or later on after it's been created.
To Assign Multiple Associates to a Task:
1. Click the Edit button next to Assignees.
2. Click the toggle next to the associates' name you want to assign the task to.
- Green: The task is assigned to the associate.
- Grey: The task is not assigned to the associate.
3. Click Save. Associates will be notified via email once they've been assigned.