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Can I assign tasks to other coworker users within a workspace?
Can I assign tasks to other coworker users within a workspace?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

Yes. When adding a task, select the user within your account to which you wish to assign the task, from the “Assign” drop down. The user you have assigned the task to will receive an email notification indicating they have been assigned a task and it will also appear in their Task list. Remember to set the “visible to” permission when creating and assigning a task.

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