Automatically assign task to logged in user
R
Rebekah Williams
When a user is logged in and add a task to someone assigned to them, the task should automatically be assigned to them unless changed.
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M
Melissa Smith
Yes please! I've found over 50 tasks with unassigned contacts which means 50 people we failed to follow up with. Because the selection of the task owner sits right at the bottom of the task tile, when the team are busy they can easily miss this step. This seems like a no brainer.
N
Nick Drzayich
yes. best would be to default assign the task to the user that owns the contact.
J
Justin Williams
this is very important. It is very redundant
D
Derek Thibeau
At the very least, when creating a task have it default to the assigned user. Especially for users who only have the ability to see contact assigned to them.
M
Mark Edwards
Agree... the person creating the task is typically creating it for themselves... Saves having a bunch of unassigned tasks... and therefore not ownership or accountability for it
0
07Heaven Marketing
This would save a great deal of time for my clients
J
Joel Dore
Agreed, this is a pain point for a few of my clients, as it requires a manual step to assign every task to themselves even though the Contact is assigned to them already.
This is the intended behavior 99% of the time, so at least making the Assignee field default to the logged-in user, or having a setting to turn this behavior on would be extremely valuable!