Assign an email

Assigning an email to a colleague is easy! Click on the Assign icon on your email menu or, on the Options menu "...", select Assign to colleague.

When the modal displays, type your colleague’s name (if you are assigning the item to yourself, type your own name) and select them. You can also add a To-do date to indicate when the email should be actioned. Select Assign & clear if you wish to clear the email from triage immediately.

Assign_and_clear_dropdown.png

Tip: You are able to add any additional comments (we recommend you do so, adding a bit of guidance as to what you expect them to do.)

Once you assign an email, you will see an audit trail of the assignment under the email, while your colleague will receive a notification of the assignment in his/her triage.

 

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