Primary contact: Assign a flagged item task

Updated by Jennifer B.

Option 1

  1. Click Personal Property in your Tasks menu.
  2. Click Replace.
  3. Hover over the item you want to flag.
  4. Click the check box to the right of the item description.
    You can select additional items by clicking their check boxes.
  5. Click Flag items under your name at the top of your dashboard.
  6. Select the fields that require additional information.
  7. Select the assignee from the drop-down list.
  8. Enter any comments, including what action the assignee needs to take, that will help the assignee complete the flagged item task.
  9. Click Flag.

Option 2

  1. Click Personal Property in your Tasks menu.
  2. Click Replace.
  3. Hover over the item you want to flag.
  4. Click  on the left side of the item’s line.
  5. Select the fields that require additional information.
  6. Select the assignee from the drop-down list.
  7. Enter any comments, including what action the assignee needs to take, that will help the assignee complete the flagged item task.
  8. Click Flag.

Option 3

  1. Click Personal Property in the Tasks menu on your dashboard.
  2. Click Replace.
  3. Click on the line of the item you want to flag.
  4. Click  at the bottom of the View Replacement Item drawer.
  5. Select the fields that require additional information.
  6. Select the assignee from the drop-down list.
  7. Enter any comments, including what action the assignee needs to take, that will help the assignee complete the flagged item task.
  8. Click Flag.

How Did We Do?