Allocating object tasks

To allocate an object task:

1. Find the task. See Object Tasks window.
2. Select the person to allocate the task to from the Allocated To drop-down list.

   

   The task is allocated to the selected person.

3. Select the communication method from the Comm Method drop-down list, if required.
4. Select Follow Up, and specify:
   • the person following up
   • the date.

Last modified: 23/09/2014 3:30:55 PM

© 2015 Synergetic Management Systems. Published 6 May 2015.