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What view could i use in Actvities Tab to view tasks I have created but assigned to others

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Posted on by 22

I am beginning to use tasks to ask people within my organisation to complete things for me rather than emailing them. I have an issue where once I have made them the owner of the task it disappears from my tasks view but I still want to be able to track these to make sure my requests are being followed up. is there a way to view tasks or activities that i have created but assigned to another CRM user to complete? Any help is much appreciated, I am even thinking the way I create and assign these tasks in the first place may be the issue.... 

  • SaulC-NZ Profile Picture
    SaulC-NZ 22 on at
    RE: What view could i use in Actvities Tab to view tasks I have created but assigned to others

    This is exactly what was required thank you for your help Leah :)

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: What view could i use in Actvities Tab to view tasks I have created but assigned to others

    Hi Partner,

    You can create one new task view, and filter it as following shown:

     tasks or activities that i have created but assigned to another CRM user:

    The owner will be changed to another user, but the 'createdby' field will remain your own:

    pastedimage1682041144075v1.png

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