- Navigate to the object-campaign or program for which you want to assign a note.
- Go to the Notes section of the object.
- Hover over the note that you want to assign to open the action tray.
- Click the Assign icon .
- Task window opens. Enter task summary and click Add Details. Edit Task Details window opens.
- Enter the details as you would in a task.
- In the Task Owner field, select the name of the person you want to assign the task to.
- You can optionally add watchers.
- Click Create.