How Do I Reassign a Task to a Team Member?

✅ Step 1: Open the Desired Task

Make sure you’ve selected the specific task you want to reassign.

📝 Step 2: Open the Task Notes

Click the blue Note Icon inside the task.

✏️ Step 3: Add Note Details

Enter any important information or context into the Note section.

🔔 Step 4: Enable “Add a Reminder”

To assign the task to a specific team member:

1. Select the date and time the reminder should send
   

2. Toggle Add a Reminder to ON

3. Choose the staff member you want to assign the task to

💾 Step 5: Save the Assignment

Click Add to confirm.
The task will now be reassigned and appear in the selected team member’s task feed.