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How do I transfer activities from one user to another?
How do I transfer activities from one user to another?
Lincoln avatar
Written by Lincoln
Updated over 2 weeks ago

Brief Introduction

Reassigning tasks or responsibilities helps maintain clear accountability, ensuring that someone is responsible for completing pending actions or managing ongoing tasks and obligations.

Role

This article is relevant for superadmins and user admins.

Instructions

Go to Settings.

Click Users.

Click the kebab menu and select Handover Assignments.

The handover modal appears. You can select your preferred handover type:

  • Handover all items to a single user

  • Handover each item to a specific user

To continue, click Proceed.

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