How to Reassign Work in Liscio to Another Employee
You may wish to reassign work in Liscio to another employee in your organization. Here are a few ways to do that!
Reassigning Task Ownership:
- Navigate to the task you want to reassign.
- In the upper right-hand corner, click the ellipses (three dots).
- Click Edit Task.
- On the right-hand side of the screen is the 'Owner' field.
- Click 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.
Bulk Reassigning Task Ownership:
- Click Bulk Actions on the left-hand side of the screen.
- Click Reassign Task Owner.
- Filter By My Tasks, Type, Owner, Account, or Assigned To to find the Tasks you want to reassign.
- Click Next Step.
- Use the dropdown box to the right of Reassign task to new owner: to Select a new owner.
- Click Reassign Task Owner.
Creating a Task from a Message
Locate the message or alert you want to reassign.
- Click 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.
- Click Create Task.
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