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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,
- Go to the activity details page to which you want to link the user.
- Select Link User under the Linked Items section on the right sidebar.
- In the dialog box that appears, search and select the user you want to associate with the activity.
Alternatively, you can also link a user to an activity using the Create Activity dialog. Follow the given steps:
- Go to the ticket details page and navigate to the Activities tab.
- Click the Create Activity button.
- Scroll to the Contact field.
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:
- Click the Contact field.
- Search for the user you want to link.
- Select the user to confirm the change.
The activity will be linked to the user.