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How to assign a contact to a To Do

Csilla Fehér image Written by Csilla Fehér
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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. Click on  + Add new field
  3. Click Contacts
  4. Click + Add
    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 chose the right contact, it will appear under the related contacts and you can close the To Do 

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