Check out the Video Guide for a step-by-step walkthrough and detailed insights.
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Step 1
Log into your Lean Suite Account with your credentials.
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Step 2
Open the F-Tag Dashboard by clicking on the F-Tag Button on home page.
Step 3
Open the Tag Settings from Parent Menu and navigate to the Default Assignee option from the options available.
Step 4
Choose the Default Assignee yo wish to edit Navigate to the end of the row.
Click on the green pencil under the Action column.
A new Update Default Assignee window will open up.
Step 5
Enter the information as required and click on Save when finished.
The changes will take place and the default assignee will be updated with the new information.
Tips & Tricks
There is no pop-up notification for the update assignee therefore open the Update Default Assignee window again to make sure changes are in place!
Congratulations! We have successfully learned how to add a new Default Assignee in F-Tag Module!
Now that we have added a default assignee, let’s move ahead and learn about Default Due Date!
