You may wish to reassign a Task in Liscio to another employee in your organization. Here are a few ways to do that!
To reassign Task Ownership:
Navigate to the task you want to reassign.
In the upper right-hand corner, select the ellipses (three dots).
Select Edit Task.
On the right-hand side of the screen is the Owner field.
Select the drop down on the Owner field and select a new employee to assign to the task.
The new employee will get a notification in their Liscio platform letting them know that the task has been assigned to them.
To Reassign Task Ownership in Bulk:
Select Bulk Actions in the vertical menu on the left-hand side of the screen.
Select Reassign Task Owner.
Filter By My Tasks, Type, Owner, Account, or Assigned To to find the Tasks you want to reassign.
Select Next Step.
Use the dropdown box to the right of Reassign task to new owner: to select a new owner.
Select Reassign Task Owner.
To Create a Task from a Message:
Locate the message or alert you want to reassign.
Select the ellipsis (...) next to the item and select Create Task, or click the Create Task icon at the top if the thread is open.
Select an employee to assign the task to.
(Optional) Add a different account or contact.
Set a due date and change the owner if needed.
Add details to the subject and description.
Select Create Task.