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Assigning tasks to people & records

Tasks & RemindersAll usersVerified 22 Sep 20261 min

Assigning to a person

Open the task and set the Assignee field to the person responsible. They'll receive a notification.

Linking to a record

Use the "Link record" option to attach the task to a related asset, form, audit, or other record — this keeps context together and makes the task discoverable from that record too.

Walkthrough video

Every step above, performed once in a demo organisation.

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