Assigning Tasks to Contacts and Groups (Including Bulk Assignments)

• Assign a task to a single record
• Assign a task in bulk to one or more records
• Unassign a task

You can assign tasks to individual records directly from the Contacts, Speakers, Sponsors, or Exhibitors modules in just a few clicks. Here’s how:

Option 1: Assign a Task to a Single Record

1. Navigate to the module you need to assign tasks through and locate the record (i.e. contact, session, sponsor, exhibitor) that needs the task assigned to them.
2. In the desired task column (e.g., Speaker Agreement, Update Contact Information), click the ➕ plus icon.
   
   👉🏽Is your desired task not viewable in your table view? Learn how to customize your view
   
   
3. A pop-up will appear as a confirmation before the task is assigned. Select Assign to proceed. 
   
4. Click on the task again, and a new pop-up will appear. Select Options. This will open the same assignment modal as our portals, allowing admins to assign a due date and note whether the task is required.
   
   

Option 2: Assign a Task in Bulk to One or More Records

1. Navigate to the module you need to assign your tasks. Select the checkbox to the left of each record you’d like to assign the task to.
2. Once at least one record is selected, the bulk action menu will appear at the top. Click on the Assign button and choose to either assign a Task, Form, or File Request from the dropdown menu.
   
   
3. In the assignment pop-up modal, choose the task(s) you want to assign by selecting the checkbox to the left of the task name. Once selected, click Next.  
   
4. The pop-up modal will update with an opportunity to assign due dates, note if the new assignment(s) are required, and if you'd like the assignment to close once complete. 
   Click save when complete.
   

Unassign Tasks

1. Navigate to the module you need to assign tasks through and locate the record (i.e. contact, session, sponsor, exhibitor) that needs the task assigned to them.
2. In the desired task column (e.g., Speaker Agreement, Update Contact Information), click the task icon to unassign.
   
   
   NOTE: Tasks assigned via the portal can not be unassigned from a record. 
   
   
3. Within the pop-up model, select Unassign to complete this action.