How do I reassign a workflow task to another user?

With Bricsys 24/7 it is 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 and the project administrator can open a task and reassign that individual task to another user:

  1. Click the document to open the document details.
  2. Select the Workflows tab from the vertical menu.
  3. Select an active workflow from the left side of the window.
  4. Click the reassign task button (1).
  5. In the Reassign task window, you need to select a user from the Reassign to: select box (2).
    Note: There must be at least one other user in the role of the current actor.
  6. Click the Reassign button (3).

The task will be reassigned to the selected user and a notification will pop up saying that the task has been successfully reassigned.

Project administrator

Only a project administrator can reassign all tasks of a specific user to another user:

  1. Go to the Administration app.
  2. Go to Users.
  3. Select a user.
  4. Click the ellipsis button .
  5. Select Reassign tasks (4) from the drop-down menu.
  6. Select a user from the Reassign tasks of window.
  7. Click the Reassign button (5).

A notification will pop up saying that the tasks were successfully reassigned.

Requirements

To reassign tasks to another user, it is necessary that both users are in exactly the same roles.