How to perform task transfer for an external user?
How to transfer task of one external user to another?
Bhavin P
Last Update 5 maanden geleden
For Admin/Project Manager:
1. Click on 'Task & Schedules' icon under 'Settings' menu in toolbar
2. Navigate to 'External Tasks' tab and then click on 'Task Transfer' icon against a task
3. A pop-up window will open with name of the existing external user in a drop-down
4. Select another external user from the list (or search for their name) to whom the external task need to be transferred
5. Click 'Save' to perform task transfer
6. The task will be transferred to new external user
7. An automated email will be sent to the external user to notify them about the task assigned
