Manage Tasks

Manage tasks allows you to assign all uncompleted tasks from one user to another. This is useful when a staff member leaves your firm.  Note: Tasks that are marked completed will not be reassigned.

Click on Manage Tasks on the Tasks fly out menu.

From - Use the drop down on the From field to select the name of the user you want to transfer tasks from.

To - Use the drop down on the To field to select the name of the user you want to transfer tasks to.

Reassign - Click the reassign link to have all tasks reassigned to the user selected in the To field.