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.