Skip to main content

Reassigning Task Ownership

Liscio Support avatar
Written by Liscio Support
Updated over 3 months ago

Reassigning Task Ownership in Liscio

  1. Navigate to the Task you want to reassign.

  2. Select the ellipsis (three dots) in the upper-right corner.

  3. Select Edit Task.

  4. Locate the Owner field on the right-hand side.

  5. Select the dropdown in the Owner field and choose a new employee.

The new owner will receive a notification in Liscio that the task has been assigned to them.

taskreassign.gif

To reassign Task Ownership in Bulk:

  1. Select Bulk Actions on the left-hand side of the screen.

  2. Select Reassign Task Owner.

  3. Filter By My Tasks, Type, Owner, Account, or Assigned To to find the Tasks you want to reassign.

  4. Select Next Step.

  5. Use the dropdown box to the right of Reassign task to new owner: to select a new owner.

  6. Select Reassign Task Owner.


​

Did this answer your question?