Task Reassignment (Company and Project)
When a user with assigned tasks is removed from a project, you (Company Administrator, Project Administrator, or Administrator user) can reassign the removed user's tasks to an active user.
Note: In this scenario, you can only reassign tasks that have not been started, or tasks that are in progress.
In the case of a dynamic assignment (when a workflow is routed back to the previous step, and the task on that step was assigned to the removed user), the system lets you send the task to the new active user. This also applies in a situation in which a record must be sent back for review.
To reassign a task from a removed user to an active user:
- Go to the Company Workspace tab and switch to Admin mode.
- Click to expand User Administration.
- Click to expand Task Reassignment.
There are two sub-nodes under the Task Reassignment node:
- Active User Tasks
- Inactive User Tasks
The following explains each sub-node in detail.
In This Section
Workflow of Reassigning Tasks (Company)
Workflow of Reassigning Tasks (Project)
Reassigning Tasks Access Control
New Assignee Email Notifications
Last Published Tuesday, June 4, 2024