Reassign Tasks

Learn how to transfer or reassign task ownership to manage tasks smoothly on Upscale.
Written by Upscale
Updated 4 months ago

Stay organized and maximize productivity with efficient task management. You have the flexibility of reassigning task ownership, but the following conditions are applicable: 

  1. The sequence is public and usable by everyone on the sales team 
  2. Any task except email can be reassigned 

Here's how you can transfer task ownership

  • Go to Tasks > Choose between Calls, LinkedIn, WhatsApp, or Generic 
  • Select all the task(s) you want to reassign 
  • Click on the Reassign button > Select the New Owner
  • Click on Reassign to complete the transfer of Task(s)

Related Articles

Did this answer your question?