The Plus, Professional, and Enterprise plans all include this feature.

Tasks are to-do items created for contacts and deals. When creating a task or after you've created a task, you can assign it to another user in your account.

Deal tasks can only be assigned to an account user who has access to the pipeline in which the deal is located. The deal owner is not required to be the task assignee.

Any task created by default will be assigned to the person who created it.

In this article, we'll show you how to assign a created task. These instructions can be used for contacts and deals task.

Please follow the instructions below to assign a task:

1. Navigate to the Contacts Overview page by clicking "Contacts."

2. Go to "Manage Tasks."

3. Find the task you want to delegate to another user.

4. Select that task by clicking the down arrow, then select "Edit task."

5. The "Edit Task" modal will be displayed. Click the "Assigned To" dropdown menu and select the account user to whom you want to assign the task.

6. Select the "Save" option.

The user will receive an email informing them that a task has been assigned to them.