Pass a Manual Email or Call to Another Teammate

If you have a task that you need to pass off to a teammate, or to take from them, you can do so by:

• Heading to the Tasks section in the left main menu
• Selecting one or more tasks in the list
• Clicking the reassign button at the top

That will open a modal that allows you to select who the tasks will be reassigned to:

Choose the appropriate person and click the Reassign Tasks button at the bottom and they'll be moved over!

If you're looking to reassign tasks and emails within a sequence, check out this article.