Siebel Finance Guide > Activities >

Assigning Activities to Coworkers


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 > Activity List view.
  2. In the Activities list, select an activity to assign.
  3. In the Activities form, for the Employees field, click the select button:
    • Select one or more employees in the Employees dialog box and click Add.
    • Click OK.
Siebel Finance Guide