How to: Delegate To-dos

  • Article

You can delegate a to-do to another salesperson or team, for example, if the salesperson or team to which it has been assigned cannot complete it.

You can delegate to-dos from the To-do List window. Depending on where you access the To-do List window from, the window shows to-dos for contacts, salespeople, campaigns, or teams. The following procedure shows how to delegate a to-do for a team.

To delegate to-dos

  1. In the Search box, enter Teams, and then choose the related link.

  2. Select the team the to-do has been assigned to.

  3. On the Navigate tab, in the Contact group, choose To-dos.

  4. In the To-do List window, select the to-do you want to delegate.

  5. To open the To-do card, on the Actions tab, in the General group, choose Edit Organizer To-Do.

  6. To delegate the to-do to another team, in the Team Code field, select the delegated team.

    To delegate the to-do to a salesperson within the team, in the Salesperson Code field, select the delegated salesperson.

    Note

    You cannot delegate a to-do to both a salesperson and a team. If you enter a salesperson code, the Team Code field is cleared. If you enter a team code, the Salesperson Code field is cleared.

See Also

Tasks

How to: Cancel To-dos
How to: Close To-dos
How to: Create Teams