This article will teach you how to bulk reassign open Corporate Tasks from one person to another.
Note: This article pertains to the Tasks feature, which is for assigning specific duties to staff members. This is different from tasks within the Preventive Maintenance feature. For information on Preventive Maintenance Tasks, see Overview: Preventive Maintenance (PM).
- From the Property & Facility menu, click Settings.
- From the Property & Facility Settings page, navigate to the Tasks section, and click Bulk Reassign Tasks.
- Once the Bulk Reassign Tasks window opens, first enter the name of the user the tasks are currently assigned to in the From User field, and select from the dropdown menu.
- Based upon the From User selected, applicable properties with open tasks will appear as selections in the Property dropdown menu.
- Note: To select a second property, click the Property dropdown menu after adding the first property.
- Note: Click X to remove the previously selected property.
- Based upon the Property chosen, users who can be reassigned tasks will appear as selections in the Assign To dropdown menu.
- Click Save.
- The tasks have now been reassigned.