Assign tasks to others

ServiceVisit lets you hand a task to someone else on your team. You would do this when a follow-up belongs to another person, such as asking a colleague to call a customer back. You can choose an assignee when you create the task or change it later, including moving it from one person to another.

The person you pick must be an active user on your team who can see tasks, otherwise the task is not saved. Without this ability you can still keep a task for yourself or leave it unassigned.

Assignment matters for reminders too, because a reminder is delivered to the assignee. The task list can then be filtered by assignee, or to show only your own tasks.

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