How to Bulk Reassign Task Ownership

How to Bulk Reassign Task Ownership

If a coworker is out of the office or no longer works for your firm, reassign the Task Owner so nothing falls through the cracks. 

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

2. Click Reassign Task Owner.

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

4. Click Next Step.

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

6. Click Reassign Task Owner.


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