All Categories > Team Member > Custom Tasks > Assigning and Unassigning Tasks
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Click Custom Tasks in your Tasks menu. Click the ASSIGNED tab. Click vertical ellipsis [ ] for the task you want to un-assign. Select Unassign Task. Click UNASSIGN TASK in the Unassign Task dialog bo…
Updated 6 months ago by Jennifer B.
Primary contacts and team members with access to the custom tasks tab can assign a task to themselves, other team members, and the policyholder.
