Tasks You've Assigned Out
Manage task that you assign to others
Cassie Adkins avatar
Written by Cassie Adkins
Updated over a week ago

Do you like to set crystal clear timeframes for deadlines for your team? Would you want to avoid creating dependency by being less involved? Or how about being able to assign task by skill level and priority?

Scratchpad to the rescue! Wait time is wasted time. We make it easy to manage assigned task, that you have sent out to your team or colleagues via pipeline.

  1. Go to Pipeline and select the Task Object

  2. Add Fields such as "Assigned To", "Status", "Due Date", and "Priority," to name a few

  3. Select Filter and switch from "My Tasks" to "All Tasks"

    • Add Filter > "Created By - Me"

    • Add Filter > "Assigned to - is not - your name"

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