Print      Open PDF Version of Online Help

Calendar and Activities > Managing Calendars and Activities > Assigning Activities to Another Employee

Assigning Activities to Another Employee

You can assign an activity to another employee if you have edit access to the record. Generally, you can edit a record if you own it or the owner reports to you. However, access levels can be adjusted to restrict a user’s access.

After you assign an activity to another employee, the activity automatically appears in the new user’s My Activities or My Tasks list. The assigned activity also maintains all prior associations for the activity. If the Delegated By field is blank when you assign the activity to another owner, then your name automatically appears in the Delegated By field after the activity is reassigned. However, if the Delegated By field is already populated with the name of a user, then the field is not automatically updated when you reassign the activity. If necessary, you can manually update the field so that it shows your name or the name of any other user. You can use the lists of delegated tasks to track tasks that are not assigned to you but have your name in the Delegated By field. The lists of delegated tasks are available in the picklist of lists on the Activity Lists page.

To assign an activity to another employee

1. Select the activity.

   For instructions on selecting activities, see Finding Records.

2. On the Appointment Detail or Task Detail page, position your cursor in the Owner field, and click the Lookup icon.
3. In the Lookup window, click the Select link beside the name of the new owner.

   The name of the new owner appears in the Owner field on the Appointment Detail or Task Detail page.