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Topics started by Cherie Coscos

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Cherie CoscosBeginner

asked in Ask a Peer

How to assign to a colleague a client task? Is it possible?

Is it possible to assign a client task to my colleague instead to the client? I have some request to my client but my Manager had already the access online on it. Instead of making emails monthly I just want to use the client task to make automate and have the checklist what are already provided. Is it possible?

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