Assigning Tasks to a Site Collaborator

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After inviting site collaborators, you can create and assign tasks to them. They will get reminders to manage their tasks.

To assign a task to a collaborator:

  1. Go to Tasks & Reminders in your site's dashboard.
  2. Click + New Task at the top right.
  3. Create your task:
    1. Write your task in the text box.
    2. (Optional) Click Due Date to select a due date from the calendar.
    3. (Optional) Click Link to Contact to link the task to a contact. 
  4. Click Assign to Your Team.
  5. Select a collaborator from the drop-down list. 

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