Mass Re-Assign Tasks

How to transfer all tasks to another user.

• NOTE: This can only be done by a firm administrator.
• Navigate to the  Icon in the top right corner of your account and select Users.
• Click Action Menu.
• Select Re-Assign Tasks from the drop-down menu.

• A pop-up window will appear.
• Under Old Worker, select the worker whose tasks you want to re-assign.
• Under New Worker, select the worker to whom you want the tasks re-assigned.
• Click Reassign.

• All tasks previously assigned to the old worker will now be assigned to the new worker.