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Get link | About Sage CRM editions
Scheduling a task for a colleague
- Click the My CRM | Calendar tab.
- Click New Task.
- Use the Search Select buttons to link the task to a company and person in the Regarding panel.
- Add in the task details,and select your colleague from User.
- Click Save.
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The new task is displayed in the Communications tab of the company and person selected, and in the Calendar tab of the assigned user.
- Created By indicates who scheduled the task.
See Also:
Finding a communication
Creating a task
Reassigning an existing task to a colleague
Navigating your calendar
Meeting planner
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