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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.

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Last Published Tuesday, May 6, 2025