Assign a message in the Priority Inbox as a task
Assigning messages as tasks ensures that important replies are not overlooked.
Caution: When assigning a message to another team member, they must have access to the profile to which the message relates so they can respond.
How to assign a message as a task
- Go to Activity>Priority Inbox and click on the three dots on the right-hand side of the message you want to assign.
- Click Assign.
- A note can be included with your comments or instructions.
- To assign the message, click Assign.
For more information about where the task will be displayed, refer to: Check tasks and messages sent for approval
Have more questions?
We'd be happy to help!
Please submit a support ticket with your questions. Providing screenshots or a video to explain what you expected or wanted will help get answers more quickly!