How do I reassign a workflow task to another user

With Bricsys 24/7 it's possible to reassign one specific workflow task or all the workflow tasks from one user to another user.

There are two users that can reassign a workflow task to another user:

  • the workflow coordinator
  • the project administrator

Workflow coordinator

The workflow coordinator can open a task and reassign that individual task to another user:

  1. Click on the document.
  2. Click on the Workflow tab.
  3. Select an active workflow on the left side of the window and click on the 'eye' icon.
  4. Click on one task underneath Tasks tab.

  5. When you click on the arrow with drop down menu you find the action 'reassign actor' (note that there must be at least 1 other user in the role of the current actor).

Project administrator

A project administrator can reassign all tasks of a specific user to another user in Users by using the Reassign tasks action.

Requirements

In order to reassign tasks to another user, it’s necessary that both users are in exactly the same roles.