How do I assign a task to a colleague?

You will have given a colleague a piece of work with a deadline.

Before you start

You need permission to write tasks. A new task needs a future deadline and a description.

Steps

1. Open CRM → Tasks and press the add button.
2. Choose the assignee (one person; it defaults to you).
3. Choose the priority: immediate, high, medium or low.
4. Set the deadline (date and time), then write a title and a description.
5. Save.

To reassign existing tasks: tick them in the list and choose Assign, then pick the person.

What you will see

The task starts as not seen, with a code like T-2026-0042. The new assignee gets an alert in their notification bell (not if you assigned it to yourself).

If something goes wrong

• A deadline in the past is refused when you create a task.
• Only the creator, or someone with the manage-all permission, can edit a task afterwards.
• There are no reminders before the deadline and no attachments.
• Without the read-all permission, colleagues see only tasks they created or were assigned.