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 selects 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. 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.