This article will guide you through reassigning a task from one staff member to another in ClubReady.
Before You Begin
- Permissions required:
- Prospect Management - Can Access Prospects Lookup
- Member Management: General - Can Access Member Options
How to Reassign a Task
Navigate to the Prospects or Members/Customers tab and select the Tasks tab.
From the task list, double-click the name of the staff member the task is currently assigned to. A dropdown will appear displaying your available staff members. Select the staff member you want to reassign the task to and click Update to save.
