Assigning a Note

Follow

Steps:

  1. Navigate to the object-campaign or program for which you want to assign a note.
  2. Go to the Notes section of the object.
  3. Hover over the note that you want to assign to open the action tray. 
  4. Click the Assign icon Screen_Shot_2018-08-10_at_1.17.58_PM.png.
  5. Task window opens. Enter task summary and click Add Details. Edit Task Details window opens.

    Screen_Shot_2018-08-10_at_1.37.32_PM.png

  6. Enter the details as you would in a task.
  7. In the Task Owner field, select the name of the person you want to assign the task to.
  8. You can optionally add watchers.
  9. Click Create.
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