Assigning a Note

Shalini Narang

October 11, 2018 20:20

Steps:

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.