Task Reassignment (Company and Project)
The Task Reassignment node provides administration access to two sub-nodes:
- Active User Tasks
- Inactive User Tasks
Each sub-node provides a list of active tasks, one for users who are marked Active in the system and one for users who are marked Inactive. Only BP records that have active tasks are displayed on the Task Reassignment - Active User Tasks and Task Reassignment - Inactive User Tasks logs. The system does not list records that have reached a Terminal Status—such as Rejected, Canceled, or Approved—whether the user is Active or Inactive. Additionally, reassignment of a task does not change the assignment of tasks that have been completed.
When a user with assigned tasks is removed from a project or inactivated, you (Company Administrator, Project Administrator, or Administrator user) can move the active tasks from the inactive user to an active user.
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. (For any active tasks that are reassigned to a different active user, the original assignee only receives tasks according to the configured Step Revisiting policy if the original assignee is still active.) If the previous step was a match step <Creation> step, the system automatically notifies the administrator and/or groups listed in the Send error notification to field; if no one is listed in that field or the specified users are all inactive, the system notifies the company or project/shell administrator. This also applies if a record must be sent back for review.
The following topics describe the sub-nodes and provide more information about task reassignment.
In This Section
Reassigning Tasks Access Control
New Assignee Email Notifications
Last Published Tuesday, October 8, 2024