Fundamentals > Using the Calendar > Calendar Tasks >

Reassigning an Activity

After creating an activity and adding employees to it, you may find that you need to reassign the activity to a different employee—that is, make a different employee the primary employee for the activity.

To reassign an activity

  1. Navigate to the Calendar screen.
  2. From the Show drop-down list, select Calendar.
  3. In the Daily, Weekly, or Monthly view, click the Description hyperlink to access the activity.

    4. The Calendar Detail form appears with the Participants Availability subview beneath it.

  4. In the Employees field, click the select button.

    5. The Employees dialog box appears. You must change the primary employee to reassign the activity.

    The primary employee appears with a check mark in the Primary field.

  5. Check the Primary field in the record of the employee to whom you want to reassign the activity.

    6. The selected record updates with a check mark in the Primary field. The Primary field in the original record is cleared.

  6. Click OK.

    7. The activity is now reassigned.

  7. Remove the previous primary employee from the participant list if that person is no longer involved with the activity.

TIP:  Alternatively, to reassign an activity, you can type the name of the new owner in the Owner field (which is exposed when the Calendar Detail form is displayed in show more mode). The previous owner is deleted from the activity and the new owner you enter is automatically added into the list of employees and designated as the primary employee.


 Fundamentals 
 Published: 14 August 2003