How to perform task transfer or reassign task to another user?
Bhavin P
Last Update hace 5 meses
For User:
1. Click the 'Home' icon from the toolbar, to navigate to the Home Page.
- Select 'My Tasks' menu.
2. Click on 'Task Transfer' to view a pop-up window
3. Click on dropdown and type first 3 letters of the user to whom the task is to be assigned and select the name
4. Click 'Save' to reassign/transfer the task. The recipient user will receive an automated email from the system to inform about the task assigned.
- The task is moved out of the task window for the current user and will now appear for the assigned user
For Admin/Project Manager:
5. Click on 'Task & Schedules' icon under Settings menu in toolbar
6. The task window opens where user can view the tasks based on user ids and task status
7. Click on 'Task Transfer' and follow the steps from 2 to 4 above to transfer the task to another user