Re-Assign Task

This feature enables the current assignee to transfer the task to another employee when they are unable to complete it, ensuring that work on the task continues without leaving it pending without execution.

Before You Start

• Ensure that the Task Management app is enabled through Apps Manager by navigating to Settings from the main menu.
• Re-assignment is available only when the task status is To Do or In Progress.

Steps

1. From the main menu, click Task Management.
2. Click Tasks.
3. Click on the required task from the Task List.
4. Click Re-Assign in the Actions bar at the top of the Task Details screen.
5. A window titled Re-Assign Task appears, containing a drop-down list titled Re-Assign To. You can search for the employee by name within the list.
6. Select the new employee you want to assign the task to.
7. Click Save to confirm the re-assignment.

How the System Works

• The Re-Assign button is displayed and available only when the task status is To Do or In Progress. Re-assignment is not available when the task is Completed.
• The Re-Assign To list displays only active employees.
• When the re-assignment is confirmed, the task assignee is updated to the new employee, while the task status remains unchanged.
• The re-assignment event is recorded in the Task History.

Validation Rules

• A completed task cannot be re-assigned. When you attempt to do so, the system displays the following message: “The task cannot be re-assigned when the status is completed.”
• The Re-Assign To field is required, and you cannot click Save without selecting an employee.
• The Re-Assign To list displays only active employees.