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Reassign Task#

🔒 Task.Reassign

Overview#

This operation is used to reassign a Task from the current user to another person.

Setup#

No special setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • The Task must be Active.
  • The current user must be the Owner of the Task.

Sequence of Steps#

Step 1#

  1. Select the new Employee to whom the Task will be assigned.
  2. Optionally, enter a Comment.
  3. When selecting the Reassign button to complete the operation, a notification will be sent to the new Task Owner. For more information, see the notifications section on Create Task.

Reassign_Task