Contacts

How to Assign a Contact to a Task

When you have a bug report, or feature request from a specific customer or the Task'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 Task follow these steps:

1. Open the Task 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