Unmute Supademo
Bulk Reassign Tasks (with voiceover)
Updated: Oct 15, 2024
Description
Save time reassigning tasks in bulk.
Steps
1
Click on the Action Center
2
Click on Reassign
3
Click on Please Select to choose the user whose tasks you want to reassign.
4
You have three options for selecting the dates
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Select Is on to reassign tasks on a specific day.
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You will see a list of tasks the user is assigned to on that day, organized by clients
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Click on Select Assignee beside a client name
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Choose from the list of users who belong to that client’s team and have access to work on that client.
9
On the workspace, tasks belonging to that client will be reassigned to the new user
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Step 10
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You can add an existing Levvy user to that client's team to start working on that client.
Click on Add New User.
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Choose the user's name from the dropdown.
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Click on Add
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The user you just added will appear in the dropdown list
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To reassign tasks over consecutive days, select is between
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Select the date range using the from and to fields
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You will see the tasks organized by date and by client
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Select is after to reassign all tasks after a specific date. This will also update the assignee in the client profile.
This is useful when a user is leaving the company.