Siebel eFinance Guide > Activities > End-User Procedures >

Assigning an Activity to a Coworker

End users with the appropriate responsibilities can assign activities to coworkers. This provides a communication mechanism among coworkers to coordinate tasks. End users can create new activities and then assign them to others, or they can assign existing activities to one another.

To assign an activity to a coworker

  1. Navigate to the Activities screen.
  2. In the Activities list, select an activity to assign.
  3. Click the More Info view tab.
  4. In the Employees field, click the select button, select one or more employees in the Employees dialog box, and click OK.
  5. Update the remaining Activities fields as needed.

 Siebel eFinance Guide 
 Published: 20 October 2003