Re-Assigning a Task
Re-assigning a Task.
This guide will explain how to re-assign a Task from one person to another
Initial search
This guide assumes you are in the associated Task. If this is not the correct please Search for the Task (URL Link) first.
Open Task for Editing
Remove the current assignee
Search for person doing the Task
Select person to assign Task to
(Optional) update any needed notes
Confirm the transfer
Remove the initial searches from all records – make it a separate document that is linked, under genera navigation