Transferring Tasks to Another User

Related to Product: SectyrHub 330

Applies to: Admins

Description: This article explains how to transfer tasks from one person to another, such as when someone leaves the organization

Step 1: Click the "Tasking Administration" icon in the left menu bar.

Step 2: Click "Manage Tasks by User" in the left navigation bar.

Step 3: Click the arrow icon in the "Change Task Group" column on the right.

Step 4: Select the name of the task group you want to add these tasks to from the drop down menu. You can also click "Create New Task Group" to add a new one. Warning: if you add the tasks to an existing group, those groups of tasks will be combined and cannot be separated later without editing each individual task.

Step 5: Click the "Save Changes" button.

Note: you can also view all of the tasks in a group by clicking the "eye" icon.

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