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Assigning Activities to Another Employee

You can assign an activity to another employee if you have edit access to the record. Generally, you can edit a record if you own it or the owner reports to you. However, access levels can be adjusted to restrict a user's access.

After you assign an activity to another employee, the activity automatically appears in the new user's My Activities or My Tasks list. The assigned activity also maintains all prior associations for the activity. You can track tasks that you have assigned to others by using the Delegated task lists in the drop-down on your Activities Lists page.

To assign an activity to another employee

  1. Select the activity.

    For instructions on selecting activities, see Finding Records.

  2. On the Appointment Detail page, position your cursor in the Owner field and click the Lookup icon.
  3. In the Search for a User window, click the Select link beside the name of the new owner.
  4. On the Appointment Detail page, click the green check mark icon in the Owner field to save the changes.


Published 05/11/2007