Assign an Appointment Task to another User

  1. Select Appointments > Scheduler.

  2. Find your appointment.

  3. Open the Appointment.

  4. Locate and click on Tasks from the right-hand side panel.

  5. Click the Task.

  6. Enter the username you would like to assign this task to. Or Click  and select the user or group from the list.

    All users can create and assign tasks to other users, but you must have the “Administer All” permission to modify existing tasks for other users.

  7. Click Done.

  8. Click Save.