Individual Task/Worksheet Assignment

To assign a client to a task/worksheet. You can do it by clicking the edit button on the Worksheet/Task.

Select the Client Account to the task.

Submit to Save.

2. Bulk Assign

To assign multiple tasks to the client all at once, you can go to "Task Assignment" and bulk assign the tasks to the related accounts.

Click on "Bulk Assignments"

Now select the tasks you want to assign. You can select all or specific tasks and then click 'Bulk Assign".

Now select the Client(s) account and click "OK"

Back to the case, you'll see that the tasks were assigned to Sarah.