Delegate A Task
If you have a team or an assistant, you can assign them as the Delegate of a Task. If there is no delegate, the Task is considered to be the responsibility of the owner of the Task. If the Task is linked, the owner of the Task is always the same as the owner as the linked Contact / Listing / or Transaction.
To understand more about ownership, please read Understanding Ownership
To Delegate a Task:
- Select Tasks from the Sidebar
- Either create or edit a Task
- Click Assign Delegate
- Select the Team Member you wish to delegate the Task to
- Click Create Task / Save Task
Delegated Tasks that you have delegated to other team members will not show under My Tasks (as selected in the app banner) but rather in Delegated Tasks (as well as All Tasks). Read more about Delegating An Item
Set up notifications for when a Task been delegated to you and when a delegated Task has been completed to always make sure you know the current state of your Tasks!