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How to use tasks to collaborate with your team

Modified on: Fri, 20 Sep, 2019 at 10:41 AM


Tasks are a great way to enable your teams to work in tandem with each other. Assigning tasks to mulitple users ensures that the team can collaborate on the task and get it done even when the owner of the task is away and unable to complete it.


To share tasks with other users:


  1. Go to My Appointments & Tasks  > Tasks.
  2. Choose a task and click Edit.
  3. In the Edit Task overlay, under Collaborators search for the names of the users you want to share the task with.
  4. Select the users from the search results that appear.
  5. Hit Save.


Every time you share a task or when a task is shared with you, collaborators are notified about the same through email. Learn more about task reminders.



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How to use tasks to collaborate with your team

Modified on: Fri, 20 Sep, 2019 at 10:41 AM


Tasks are a great way to enable your teams to work in tandem with each other. Assigning tasks to mulitple users ensures that the team can collaborate on the task and get it done even when the owner of the task is away and unable to complete it.


To share tasks with other users:


  1. Go to My Appointments & Tasks  > Tasks.
  2. Choose a task and click Edit.
  3. In the Edit Task overlay, under Collaborators search for the names of the users you want to share the task with.
  4. Select the users from the search results that appear.
  5. Hit Save.


Every time you share a task or when a task is shared with you, collaborators are notified about the same through email. Learn more about task reminders.



Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial