Bulk Assignment
Easily reassign pre-created tasks and approvals from one user to another with the Bulk Assignment feature. Follow these steps to efficiently manage assignments:
Steps to Use Bulk Assignment
Access Settings
Navigate to the "Settings" menu.
Select Bulk Assignment
Click on "Bulk Assignment."
View Task and Approval List
A page will appear, displaying a list of all pre-created tasks and approvals linked for each user. These are categorized into three segments:
Tasks
Obligations
Approvals
The list also shows the number of tasks or approvals assigned to each user in these segments.
Choose an Action
There are two action buttons available:
Replace: Select this option to reassign tasks and approvals from one user to another.
Delete: Deletes all the assigned tasks of the user.
Steps to Replace Assignments
Select Replace
Click on the "Replace" button.
Update Category
Choose the segment of the user you want to replace, i.e., Tasks, Obligations, or Approvals.
Specify Replace Type
Decide whether to replace assignments based on "Assigned to" or "Created by."
Choose New User
Select the organization user to whom you want to reassign the pre-created tasks or approvals.
By following these steps, you can seamlessly manage and reassign tasks and approvals, ensuring smooth and efficient workflow transitions within your organization.