Managing Task Reassignments

You may periodically need to reassign users to different tasks. For example, you may assign a task to an employee, but later that employee leaves the company and another employee assumes those tasks. You can use the Reassign feature to quickly find the tasks associated with one user and reassign them to another.

From the Task Actions dialog box, workflow users (Assignees and Approvers) can request reassignment of their workflow role for a single task. These requests require approval. Administrators and schedule/template Owners can reassign the task using the Edit Task dialog box without requiring approval.

When tasks are reassigned, email notifications are sent immediately to reassigned users.

To request a reassignment:

1. On the Home page, click Tasks, and then click Schedule Tasks.
2. Click on a task to open the Task Properties.
3. Click the Actions menu and select Request Reassignment.
4. Enter or click Search to find the task to be reassigned.
5. For Create Reassignment Request, click the Select User icon and select To User.
6. Under Reassign, select the tasks to be reassiged:

   • Selected Tasks

   • Selected and Future Tasks

7. Enter a Justification for the reassignment.
8. Click OK and then Close.