How to: Convert Team To-dos

You can convert a team to-do into a salesperson to-do and vice versa.

To convert a team to-do into a salesperson to-do

1. In the Search box, enter Teams, and then choose the related link.

2. Select the team, and on the Navigate tab, in the Team group, choose To-dos.

3. Select the team to-do that you want to convert.

4. On the Actions tab, in the General group, choose Edit Organizer To-Do. The To-do Card window opens.

5. In the Salesperson Code field, select the salesperson to whom you want to reassign this to-do, and choose the OK button.

6. Confirm the subsequent message.

Note

A notification will be sent to team members who have selected the Notify me of team to-do changes check box on their salesperson cards and have an email address filled in. When a team to-do of the type Meeting is converted into a salesperson to-do, the list of meeting attendees is copied from the team to-do attendee list. The assigned salesperson then becomes the meeting organizer, while the meeting organizer of the initial team to-do becomes a meeting attendee.

To convert a salesperson to-do into a team to-do

1. In the Search box, enter Salespeople, and then choose the related link.

2. Select the relevant salesperson, and on the Navigate tab, in the Salesperson group, choose To-dos.

3. Select the salesperson to-do that you want to convert.

4. On the Actions tab, in the General group, choose Edit Organizer To-Do. The To-do Card window opens.

5. In the Team Code field, select the team to which you want to reassign this to-do, and choose the OK button.

6. Confirm the subsequent message.

Note

A notification will be sent to team members who have selected the Notify me of team to-do changes check box on their salesperson cards and have an email address filled in.

See Also

Tasks

How to: Create Team To-dos
How to: Close Team To-dos
How to: Reassign Team To-dos to Another Team