Contacts

How to assign a contact to a TO Do

When you have a task, bug report, or feature request from a specific customer or the To Do's content is related to someone from your contacts, you can assign a contact to a ticket to indicate that.

To assign a contact to a To Do follow these steps:

1. Open the To Do you would like to edit
2. Under Custom Fields, click + Add new field
   
3. Click Contacts
   
4. Click + Assing contact
   
   1. In the pop-up, you can use the search bar to find the right person among your contacts.
   2. Tick the checkbox next to the contact to assign the To Do.
5. Once you are done, close the To Do to save changes.