All Collections
Actions
Assigning an action
Assigning an action

Step by Step: How to assign or reassign an action

Tobi McLennan avatar
Written by Tobi McLennan
Updated over a week ago

Completing a record and assigning to a worker for completion

When completing an action, one of the fields is to assign the action to a person. To complete this see the 'how to create an action' article and follow the steps. This article can be found here

Reassigning an action

If you wish to reassign an action, the reason for this is the original person it was assigned to has left the company or the wrong person was select, as examples. To complete this see the 'how to update an action' article and follow the steps. This article can be found here

It's that easy. 

Did this answer your question?