When the modal displays, type your colleague’s name (if you are assigning the item to yourself, type your own name) and select them. You can also add a To-do date to indicate when the email should be actioned and a due date if there's a deadline. Select Assign & clear if you wish to clear the email from triage immediately.

Tip: You are able to add any additional comments (we recommend you do so, adding a bit of guidance as to what you expect your colleague to do.)

Once you assign an email, you will see an audit trail of the assignment under the email, while your colleague will receive a notification of the assignment in his/her triage.

Now that this email has been assigned, it will exist in the assigned person's to-do list to action later.

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