Transfer assignee

Transferring an Assignee

A smooth assignee transfer ensures projects and tasks continue without disruption.

How to Transfer an Assignee

• Click on the Invite Users/Vendors icon in the top-right corner, then select User Hub from the dropdown.
• In the User Hub, locate users who have accepted their invite.
• Click the three dots next to the user you want to remove.
• Select Delete to remove the user from the system.

Pro tip: Always verify which user is being deleted and ensure their responsibilities are reassigned before completing the deletion to avoid workflow interruptions.

Assign to a New User

Reassigning tasks ensures continuity and that responsibilities are clearly managed.

• Click on the Assign To dropdown to select the new user who will take over the tasks.

Pro tip: Double-check the new assignee’s role and project access to ensure they can handle all responsibilities without issues.

Step 3: Select any one options.

Step 4: Click on "Yes" button.

Update Assignment in Lead Project

Ensuring the lead or task is reassigned prevents gaps in project ownership.

• After deleting the user from the User Hub, go to the Lead Project.
• Update the Assigned To field to select the new user who will take over the tasks.

Pro tip: Confirm that all related tasks and notifications are updated to reflect the new assignee to avoid any workflow disruptions.