Book a demo

How do I reassign a task?

Last reviewed · Part of Task management

If the task creator enabled Can Be Reassigned, the task creator or an administrator sees Reassign and can transfer a task from one assignee to another.

How to Reassign

  1. Open the task and go to the ASSIGNMENT & STATUS tab
  2. Click the Reassign link next to the assignee
  3. In the popup:
    • From: Shows the current assignee (read-only)
    • Reassign To: Search and select the new assignee
    • Reason: Optionally explain why
  4. Click Reassign

What Happens

  • The old assignment is marked as Reassigned (hidden from active views)
  • A new assignment is created for the new employee
  • The new assignee receives an email notification
  • A system event is logged in the timeline

Related

Still stuck? Contact support and tell us which article you were reading.