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.
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