Assign to Queue or User Form

Use this form to assign an activity to another queue or user.

Can I do this task?

1. Navigate to activity records.

   In the Navigation Pane, click Workplace, and then under My Work click Activities.

   - OR -

   To work with activities associated with a record, open the record and then click Activities.

2. In the list of records, select the record that you want.

   Or, select multiple records

   • Select several records by pressing CTRL while you click them.
   • Select a sequence of records by clicking one and pressing SHIFT while you select the last one.
   • Select the Select/clear all records on this page check box to select all records.

     To display more records per page:

     1. On the File menu, click Options.
     2. On the General tab, in the Records Per Page list, select a number.
     3. Click OK.

     This may slow response time when you switch record types. To restore performance,set it back to a smaller number.

3. In the Collaborate group, click Assign.
4. In the Assign to Team or User dialog box, type all or part of the queue or user name, and then click the Lookup button .
5. In the Look Up Records dialog box, in the Look for list, select the type of record you want.
6. In the Search box, type the first few letters of the name of the record to narrow your search, and then click the Find button .
7. In the list of records, select the check boxes for the records that you want to add, click Add, and then click OK.
8. On the User or Queues form, click OK.