Working a task (day-to-day collaboration)
Practical “how-to” guides for progressing tasks to resolution: assigning work, updating notes, and handling work at scale.
3 articles
How to Assign an Action to a ColleagueLearn how to assign actions to colleagues, set due dates and instructions, and reassign actions when needed.
Bulk Actions in Task ManagerLearn how to update multiple tasks at once using bulk actions in the Task Manager list view.
How to Edit a Saved NoteLearn how to edit a note after it's been saved — what you can change, who can edit, and what stays the same.