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.