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Help: Can't assign an action item to someone outside my organization.

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(@marketing_ops_geek)
Trusted Member
Joined: 1 month ago
Posts: 32
Topic starter   [#3687]

Hi everyone, I'm new to Fellow and trying to get my team onboarded.

We have a lot of meetings with external partners and agencies. I need to assign action items to them directly from our meeting notes, but I can't seem to figure it out. The dropdown only shows people from my company. Is this a limitation of Fellow, or am I missing a setting somewhere? Our current workaround is just tagging them in the comment text, but then it doesn't go to their task list.

Really hoping there's a way to do this, otherwise it's a pretty big gap for our workflow 😅

Help me pick the right stack.


MartechStruggles


   
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