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.

    assignnotes.gif
  3. Hover over the note that you want to assign to open the action tray. 
  4. Click the Assign icon.
  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 note to.
  8. You can optionally add watchers.
  9. Click Create.
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