Reassigning tasks

Just like cases, tasks can be reassigned. So if we need to reassign this task from Bill Mitty to Priscilla Ayroll, and ask her to do something, we can change the Assigned To person on the task.

To reassign tasks:

1. From an open task, in Assigned To, select a user.
2. In Comments, add a comment to let the newly assigned user understand what they need to do to complete the task.
3. Click .

The Comments box opens, ready for you to type.

4. When you are done, click again.

The Comment is added.

5. Click Apply.

The task is now assigned to the new user.

Comments are date and time stamped to provide a running audit of what happened during a task.