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All Categories ​>​ ​Team Member ​ > ​ ​Custom Tasks ​ > ​ ​Assigning and Unassigning Tasks

Assigning and Unassigning Tasks

2 articles

How do I un-assign tasks?

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.

Can I assign a task to myself?

Primary contacts and team members with access to the custom tasks tab can assign a task to themselves, other team members, and the policyholder.

Updated 6 months ago by Jennifer B.

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