Reassigning Tasks (Workflow)

To reassign an active task from a removed user to an active user:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select User Administration, select Task Reassignment, and then select Inactive User Tasks.
  3. In the Task Reassignment - Inactive User Tasks log, select the applicable task and click Reassign.
  4. In the Select New Assignee dialog box, locate the applicable user and click Select.
  5. When the confirmation message appears, click OK.

To reassign an active task from an active user to another active user:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select User Administration, select Task Reassignment, and then select Active User Tasks.
  3. In the Task Reassignment - Active User Tasks log, select the applicable task and click Reassign.
  4. In the Select New Assignee dialog box, locate the applicable user and click Select.
  5. When the confirmation message appears, click OK.

The following charts describe the workflow for reassigning tasks. The first chart outlines the high-level process as it pertains to source/origin. The second chart outlines the runtime behavior. The subsequent topics explain each step in detail.

Source/Origin Overview

This is an image of a flowchart that describes the workflow of reassigning tasks.

Runtime Behavior

Flowchart of Task Reassignment

Related Topics

Workflow of Reassigning Tasks (Company)

Workflow of Reassigning Tasks (Project)


Last Published Tuesday, October 8, 2024