How To Bulk Reassign Tasks
To facilitate efficient reassignment of multiple cases and tasks, the En3 system provides a bulk reassignment feature. This functionality allows users with the appropriate permissions to select multiple cases and tasks and reassign them to another user within the same project.
To begin assigning tasks to another user, first select the tasks you want to reassign by clicking the checkboxes next to each task.
To select or unselect all tasks on the current page, click the checkbox located in the top-left corner of the table.
Once the task selection is complete, the bulk reassignment panel appears at the bottom of the screen. The reassignment panel consists of the following main components:
- Selected Cases And Tasks: A button displaying the total number of selected cases and tasks. Clicking this button opens a list of the selected items. Each case or task in the list can be opened by clicking on it, or removed from the selection by clicking the “X” icon next to it.
- Change Assignee: A dropdown menu that allows the user to select a project member to whom the selected cases and tasks will be reassigned.
- Actions: The reassignment panel includes the following actions:
- Confirm Reassignment (✔): Confirms and applies the reassignment of the selected cases and tasks.
- Cancel Reassignment: Closes the panel without applying any changes.
To reassign cases in addition to tasks, navigate to the Inquiry module, select the desired cases from the table, and click the “✔” button to initiate reassignment.
