Workflow of Reassigning Tasks (Company)
- The administrator user selects tasks.
Tasks may or may not be from the same Origin. For example, the Tasks may belong to two different projects P1 and P2.
- The administrator user clicks Reassign.
- The user picker window opens that displays the list of users as follows:
- All active owner company users from P1 and P2.
- All active member company users from P1 and P2.
- Users belonging to either of the two projects.
- The administrator user selects a new assignee.
- The system assigns all selected tasks to the new assignee.
- If user exists in the project, the task will get reassigned and an email notification will be sent to the new assignee. For more information, see New Assignee Email Notifications.
- If user does not exist in the project, the task will not get reassigned and will continue to remain in the log.
Last Published Tuesday, October 8, 2024