Assigning and Unassigning Tasks

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Assigning and Unassigning Tasks

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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 1 year 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 1 year ago by Jennifer B.

Assigning and Unassigning Tasks

How do I un-assign tasks?

Can I assign a task to myself?

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