To allocate an owner to a CRM task

The ownership for an individual CRM task can be assigned to a specific end user, or simply linked to a role from which a subset of users would be automatically determined, any of whom then being permitted to pick up the task for onward progression. Typically, ownership is assigned within the task definition and then automatically transferred at the point of adding the matching task to the parent CRM case. However, where no assigned user or roles have been inherited from the task definition, these must be set manually before the new task can be linked to the CRM case.

The procedure to allocate an owner to a CRM task is as follows:

1. Prerequisite procedural steps are covered separately in the topic To add a task to a CRM case. Refer to these before proceeding to step 2.
2. With the New Task - Allocate Task window displayed, using the Role drop-down field, select an appropriate role to which the task ownership will be allocated 1.
3. Using the User drop-down field, select an individual system user to which the task ownership will be allocated 2.
4. Click on Save.

Note

1 The companies linked to the CRM case subject determine the roles that are available for selection.

2 The companies linked to the CRM case subject determine the individual users that are available for selection.

See related topics...

CRM task management overview

To add a task to a CRM case