Task Assign

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You will occasionally see duplicate contacts when you type a name or email address into a cell.To remove names or email addresses from the contact list, remove them from the preferred contact values and other cells in the column.

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Similarly, Task Lists can be assigned to one user, but individual Tasks inside that list can be assigned to separate users.

Assigning an Individual Task Template Assigning a Task List To assign an individual Task Template to a Firm User, Contact or Matter, go to "Tasks" then "Lists"; and click on the list name that you want to assign.

As you create new tasks, they can be assigned to users on your account.

In addition, you can re-assign existing tasks as needed.

The assignee will get notified instantly and the task's border color will change to show you're not assigned with it anymore - though you remain subscribed to it.

You are still Subscribed to that task so you get notified when someone who has access to this task comments on it or marks it has completed.

Things to note: Deal Tasks can only be assigned to an account user that has permission to access the pipeline that the deal is in.

The task assignee does not need to be the deal owner. You also have the option to set an alert for this task.

To add them to your Contact List column, click the dropdown arrow in the cell then select Add New to add the contact name and email address to your list and assign them to the row.

You can also edit the column properties to add them to the preferred contact values.


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