This article will show you how to reassign a task
Before we get started
Take note
- You can reassign a task if you are an "Owner" or "Admin" of the organization.
- Tasks and review tasks can be reassigned
- You can reassign a task via the web app.
- You can reassign a task that is "Open" or " Draft" status
- Once a task has been reassigned, it will be removed from the view of the original assignee.
Reassign a task
Step 1: Sign in to the Capptions Direct web portal
Sign in to your Capptions Direct account using the link
Step 2: Select an organization
Click on the drop-down arrow in the top left-hand corner of the screen and select an organization.
Step 3: Click on results
Step 4: Click on workflow results
Step 5: Click on details
Navigate to the workflow that contains the task you would like to reassign.
Step 6: Click on the pen edit icon
Step 7: Reassign the task
Select the user to reassign the task to.
And that's how easy it is!
We hope this article is helpful in reassigning a task to another user. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptionsdirect.com.
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!