Transfer assignee

Created by Emily A, Modified on Tue, 31 Dec, 2024 at 10:44 PM by Emily A

Explore the process of transferring an assignee below. Follow the detailed instructions for a smooth transition!



How to transfer an assignee?


Step 1: Select User Hub>User who accepted their invite> Action> delete.




Step 2: Click on "assign to" dropdown.



Step 3: Select any one options.



Step 4: Click on "Yes" button.



After deleting the user from the user hub, Assigned to should be changed in the Lead project.

 



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