How Team Roles & Task Assignment Works

Learn how it is determined who is responsible for a task.

Aimee avatar
Written by Aimee
Updated over a week ago

In this video, get an overview of how task assignment works in LeadSimple.

Tasks can be automatically assigned to the process assignee, to a specific person on the team, or to a user role which multiple people can fill, depending on the process.

Learn more about how to set up user roles here.

To learn more about managing processes day-to-day, check out the following videos:

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