Learn how to easily edit tasks and reassign ownership on Outplay for seamless task management
Efficient task management is key to staying organized and maximizing productivity. With Outplay, you have the flexibility to edit tasks, including changing due dates, descriptions, and even reassigning ownership.
This guide will walk you through the simple steps to edit tasks and effortlessly manage ownership transfers within Outplay. Whether you need to make adjustments or delegate tasks to team members, Outplay's intuitive interface makes it easy to stay on top of your task management game.
Let's dive in!
Editing a Task
- Log into Outplay. In the Engagement section, click Tasks from the sidebar menu.
- Locate the task you wish to edit and click the Options icon associated with the same.
- Select the Edit option from the dropdown menu.
- Make the necessary changes to the task, such as modifying the due date or updating the description.
- Click Save to apply the changes.
The task has been edited successfully.
Reassigning a Task
- Log into Outplay. In the Engagement section, click Tasks from the sidebar menu.
- Locate the task you wish to edit and select the checkbox for the same. You can select multiple tasks as well.
- Click the Reassign Tasks button.
- Select the user to which you want to reassign the tasks.
- Click Assign.
The task has been reassigned to the selected user successfully.
NOTE: To reassign prospects and their associated tasks within a team sequence, access Profile > Settings > Org Settings > General Settings. Look for the setting that allows you to enable or disable task reassignment and team sequence ownership transfer.
By following these straightforward steps, you can easily edit tasks and reassign ownership within Outplay.