Activity Owners

How to set the owners of an activity

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Crelate allows you the ability to assign ownership to jobs and contacts. You also have the ability to assign ownership to activities, even when there are multiple owners to an activity. This is to allow you the ability to give credit to all team members who assist on a task.

To set multiple owners on activity, you will add in users in the Who section:


All owners of the activity will then appear with that activity:


Additionally, you can report on activity owners.

*Please note that this is a feature available in Crelate Business or higher only.*

Instead of reporting based on the default "Created By", you can then configure the report "By Owner":

Did this answer your question?