Reassign tasks

Check which tasks are assigned

Use the Open forms page in Workflows > Overview to find step assignees, and re-assign tasks if needed.

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When a step is assigned to a team, only team leads and admins are authorized to assign and re-assign steps. If stepa are assigned to a specific user, only admins can reassign them.
You can update team roles in the in Company > Teams.

Reassign tasks due to holidays

To re-assign tasks due to absence, you can use the Out of office function in Profile settings. Each user can set up their out of office days and specify to whom to assign the incoming tasks while they are away.

This way all the new tasks get automatically re-assigned. The tasks that have already been assigned need to be re-assigned manually.

Reassign tasks due to a person leaving company

Use the Open forms tab in Workflows > Overview.

1. Go to the Open forms tab.
2. Use CTRL+F to find the tasks assigned to the person. After the user has been deleted, they will not display in the Assignee filter drop-down.
3. Click the assignee drop-down under the task name and re-assign the task. You need to do that separately for each task.

Reassign within a team (collaborate on tasks)

If a task has been assigned to the team, the notification is sent to the Inbox (Team tab). Each team member can take the task over (which means the task will be assigned to them on behalf of the team).

However, each team member can re-assign the task again to another team member or the entire team by selecting the team or a team member from the dropdown.

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Reassigning allows for collaboration on a task. However, make sure not to complete the task when you want another user is to contribute to it. Completing closes the task and the workflow moves on to the next one.
Users can't work on the same task at the same time.