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Help > Task Manager >
Assign contact with a task
  1. Select a contact

  2. Go to the task manager

  3. In the task manager section from the main screen, click the button



  4. A new task field will be added in the task list with the current agent assigned to the task showed with the initials.

    The image below shows a new task with agent John Smith.



  5. Then, click the field



  6. The task field will be shown in another tab. Enter the task



  7. To go back to the list of tasks, click the All Tasks tab