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Delegate the dismissed user's tasks

When you dismiss an employee, you may need to delegate their tasks to other employees. This ensures the work keeps moving and gets done on time.

Only account administrators can reassign tasks from dismissed employees. Supervisors can reassign tasks for their subordinates, but only if they are listed as the task creator or assignee.

If a supervisor reassigns a task they are not involved in, they will automatically become the task assignee.

Open the dismissed employee's profile page and click Tasks.

Use filters to find the tasks you need.

Tick the tasks you want to reassign and select the Change assignee action.

If the dismissed employee has created some tasks, use the Change creator action to delegate them.

Specify a new assignee and click Apply.

To delegate all the tasks at once, use the option. This changes all tasks found by the filter, even those on different pages.

Confirm the action by clicking Continue.

Done. The tasks have now been reassigned, so nothing gets lost.

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