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How Do I Assign a Task to Another User?
How Do I Assign a Task to Another User?
Updated over a year ago

Related Questions:

  • Use workflows to assign tasks to other people

  • Assign tasks to my colleagues

  • Automate task assignment

  • Reassign a task

Answer:

Re-assign an individual task to a user by editing the task:

When assigning a Workflow to a Booking, tasks will automatically be assigned to the user marked as the Assignee of the Booking.

Assigning a workflow to a Booking is very simple, this is how!
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When re-assigning a Booking, you'll be prompted to reassign the Workflow to the new Assignee. Any Tasks associated to the Workflow (whether they have been created or not) will be re-assigned to the new assignee.

Update Multiple Tasks

  1. Go to the Task List

    1. Optional Add any relevant Filters to narrow down your List

  2. Use the checkboxes to Select which Tasks you want to re-assign (Hint: select the top box if you want select all Tasks on that page!)

  3. From the Batch Action Menu, select Update

  4. Select Assigned to

  5. Select the User

  6. Click Save

Additional Information:

When deleting a user, you will be prompted to reassign all records. This is especially handy if a staff member leaves and you would like to reassign tasks & bookings to a new staff member.

Lists are shown 25 at a time, if there are more than 25 results, you will need to perform the re-assignment multiple times.

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