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Reassigning a Task

Written by Michelle Henley

Updated at May 22nd, 2024

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            By default, users with the Task Admin role have the privileges to Create Tasks and Edit all Tasks. To add, remove, or modify privileges please contact the User Admin for your organization.

            Who can reassign tasks?

            Status Assignee Assignor Task Admin
            In Progress X ✔  ✔ 
            Completed X ✔  ✔ 
            Canceled X ✔  ✔ 

            To reassign the task, click the Oval Icon in the top right-hand corner and select Update from the dropdown list. 

            Update the Assignee field and click Assign Task. 

            Once Assign Task is clicked, the system will: 

            • Send an email to both the old and new Assignee to inform the user that the task has been reassigned.
            delegate transfer

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