Reassigning Users

You may periodically need to reassign users to different tasks. For example, you may create a template and assign a user to certain tasks; however, later that employee leaves the company and another employee assumes those tasks. You can use the Reassign feature in the Manage Templates dialog box to automatically change assignments instead of manually searching for, opening, and editing individual tasks. The Reassign feature enables you to quickly find the tasks associated with one user and reassign them to another.

You can select the roles for which to reassign users. For example, if you select the Owner role, the system reassigns the user only in tasks in which the user was assigned as the owner.

  To reassign users:

  1. From the toolbar, select Manage, then Templates.

  2. Select the template in which you want to reassign users.

  3. Click Actions, and then select Reassign User.

  4. For Find User, click Find User and enter search criteria for the user that you want to replace.

  5. From the Select User dialog, enter the first or last name for the user, and click Search.

  6. Select the user from the results, then click OK.

  7. For Replace with, click Find User and enter search criteria for the user to whom you want to reassign tasks.

  8. From the Select User dialog, enter the first or last name for the user, and click Search.

  9. Select the user from the results, then click OK.

  10. Select one or more roles for the user that needs to be reassigned:

    • Owner

    • Assignee

    • Approver

    • Viewer

  11. Click Reassign.

    When the process ends, the system displays a “Reassign Users - Success” message that indicates that the user reassignment is complete, and displays the template name and total number of user reassignments made.