Contact Support

Bookmark This Page

Managing a Project - Assigning Ownership

There are two ways to change ownership of an activity:

1. Click the Edit icon and change it in the pop-up box.

Managing a Marketing Project - Assigning Ownership

2. Double click the activity line and use the in-line editing feature to change it. Click Update to save.

Managing a Marketing Project - Assign Ownership from Inline Editing

To assign a task to another user on your account, click the arrow to select their email address. They’ll receive an email notification for the task. If you type in a person’s name into the Owner field, they won’t receive a notification and the task will not be listed in their task reports. To see how to add users to your account, click here.

Assigning Task to Email

The feature works the same in edit screen.

Assigning Task to Email from Edit Box