Note: The features presented within this article is available on all of our subscription plans. To learn more about our plans, click here.
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Scroll further down to see how to (re)assign notes.
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​To assign Tasks to another user, or multiple users, follow these simple steps:

1) Log into your PracticePanther account.
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2) Click on the "Activities" tab. 

3) Select "Tasks" from the dropdown menu on the left. This will show all the Tasks in your system.

4) Select the Tasks you want to assign to other users.

5) Click on the blue dropdown with the gears icon and then click on "Edit".

6) A new window will appear, change the "Assign Attorneys" field to "Yes" and select the other users you want to assign these Tasks to.

7) Make sure you check the box at the bottom of the window and click "Save".

8) A Confirmation pop up will appear, click on "Yes".

All the Tasks you selected are now assigned to the users you chose.

1) Click on the "Activities" tab.

2) Select "Notes" from the dropdown menu on the left. This will show all the Notes on your system.

3) Select the Notes you want to assign to other users.

4) Click on the blue dropdown with the gears icon and then click on "Edit".

5) A new window will appear, change the "Assign Attorneys" field to "Yes" and select the other users you want to assign these Notes to.

6) Make sure you check the box at the bottom of the window and click "Save".

7) A Confirmation pop up will appear, click on "Yes".

All the Notes you selected are now assigned to the users you chose.

To learn more about batch assigning contacts and matters, click here!
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