Tasks Across User Accounts

Hi, I work in a small team of consultants. We all have separate insightfully accounts because we are separate businesses and have our own client bases. Is there a way I can create a task and assign it to a colleague that has a different insightfully account. For example can different accounts be linked to share tasks that are in different practices ?



1 comment
  • Hi there,

    If you're not listed as a user on their account, unfortunately you will not be able to create a Task for a colleague.

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