Bulk reassign tasks

  1. Go to the Work menu and select Your tasks.
  2. Use the filter options to narrow the data down to a specific job, task, time frame, user and status.
  3. Select the tasks that you would like to reassign (selected task will highlight in yellow).
  4. Select More actions > Assign tasks.
  5. A pop up window is displayed with a list of users to chose from. Select your preferred user and then Assign tasks.

Bulk reassign from within the Work tab on Client page

  1. Go the Client page and then select the Work tab.
  2. From here you can either reassign the ad hoc tasks or reassign the tasks from within any of the jobs that are running for the client.

Reassign ad hoc tasks

  1. Go to your Ad hoc tasks are displayed and select the tasks that you would like to reassign.
  2. Select the More actions menu and select Assign tasks .
  3. Select who to reassign the tasks to and then Assign tasks to confirm.

The tasks will be reassigned to a chosen user.

Reassign tasks from within a job

  1. Go to the Client page > Work tab.
  2. Open the job and select the tasks that you would like to reassign. From the More actions menu, select Assign tasks.
  3. Select the user to reassign the tasks to and then Assign tasks .