Task Assignment
Assign a task to a team member for a client or other request.
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Go to Policy Change Request form
New Task
Choose a task type and fill in the details to generate an assignment.
Task Type
Client
Other
Client Name
*
Task Title
*
Assign To
*
Select an assistant
Task Details
*
Connected to CRM
Submitted task assignments are sent to your CRM as tracked form submissions.
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Assign Task
Fields marked with
*
are required.