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J
Jill Shalett
1
Assigning Tasks to Internal team members
under review
J
Jill Shalett
I love the Tasks feature and the ability to link to a record and add attachments. This would be so useful to use with my team members, but I only see me and my clients listed in the Assign To dropdown. I would love to see my team members there too.
October 3, 2025
Aditi Sahani
marked this post as
under review
·
October 3, 2025
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