Assigning a task to someone else

When I create a task, the only option in "Assigned To" is "Me."   I want to assign a task to one of my contacts.  More specifically, to a contact that I have linked to the Project where the task is being created.

0

Comments

2 comments
  • Hi Linda:

    The Tasks in Insightly can only be assigned to Users within the account as there is no Customer portal. This means that anyone that has access to records (Users) will have access to information in the account. You may want to take a peek into our Ideas & Suggestions page to see if this has been requested by someone else. If so, you can cast your vote for it too. If you don't find it we encourage you to start a thread so other users can add their votes.

    0
    Comment actions Permalink
  • The only problem is that does not seem to be a searchoption in "ideas & Suggestions" so, honestly, it could take tooo long.
    This also brings up the question that I believe that your search algorithm needs some refininf as it gives too many results.

    0
    Comment actions Permalink

Please sign in to leave a comment.