Bulk reassign tasks
- Go to the Work menu and select Your tasks.
- Use the filter options to narrow the data down to a specific job, task, time frame, user and status.
- Select the tasks that you would like to reassign (selected task will highlight in yellow).
- Select More actions > Assign tasks.
- 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
- Go the Client page and then select the Work tab.
- 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
- Go to your Ad hoc tasks are displayed and select the tasks that you would like to reassign.
- Select the More actions menu and select Assign tasks .
- 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
- Go to the Client page > Work tab.
- Open the job and select the tasks that you would like to reassign. From the More actions menu, select Assign tasks.
- Select the user to reassign the tasks to and then Assign tasks .