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:
- Open the To Do you would like to edit
- Click on + Add new field
- Click Contacts
- Click + Add
- In the pop-up, you can use the search bar to find the right person among your contacts.
- Tick the checkbox next to the contact to assign the To Do.
- Once you chose the right contact, it will appear under the related contacts and you can close the To Do