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How to Link a User to an Activity

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Follow the given steps to link a user to an activity,

  1. Go to the activity details page to which you want to link the user.
  2. Select Link User under the Linked Items section on the right sidebar.

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  1. In the dialog box that appears, search and select the user you want to associate with the activity.

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Alternatively, you can also link a user to an activity using the Create Activity dialog. Follow the given steps:

  1. Go to the ticket details page and navigate to the Activities tab.
  2. Click the Create Activity button.

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  1. Scroll to the Contact field.

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If an activity is created from the ticket details page, the current contact is directly linked to it.

To change a contact, follow the given steps:

  1. Click the Contact field.
  2. Search for the user you want to link.
  3. Select the user to confirm the change.

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The activity will be linked to the user.

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