Home → Introduction to RubiCRM → Tasks/Alerts → Creating a task against an interaction for another user
4.6. Creating a task against an interaction for another user
Users can set tasks for other users as part of an interaction.
To set a task for another user, select the Task For Others option.
Enter the details in both the task and alert sections as shown below.
Click the video to enlarge.
Create a task for another user against an existing interaction
If the interaction has already been created and you wish to add a task for another user against the interaction open the interaction and click the bell icon () and choose Add Task/Alert.
Fill in the details on the left and right to create a task for another user.
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