Hi, As of now my workflow assigns tasks to a deal owner and only that person can complete it. I want each deal to have an additional owner, and allow that person to complete the tasks as well, how do I do that?
As of now, there are now task properties – so tasks only have one, primary owner.
If you want multiple users to be able to edit (complete) tasks, you would have to adjust their task editing permissions (from "owned only" to "team only" or even all tasks).
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
As of now, there are now task properties – so tasks only have one, primary owner.
If you want multiple users to be able to edit (complete) tasks, you would have to adjust their task editing permissions (from "owned only" to "team only" or even all tasks).
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer