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How do I reassign an Assignment?

Reassign an Assignment when the responsible person changes, such as when someone is temporarily away from work, changes roles, or is no longer the right owner for the task

Written by Lauren Baird

Answer

Reassign an Assignment when the responsible person changes, such as when someone is temporarily away from work, changes roles, or is no longer the right owner for the task. Reassigning updates who is responsible for completing the existing Assignment without creating a new one.

Use Modify Assignment to move an existing Assignment from one person to another. This is best when the Assignment should stay active, but the responsible person needs to change.


Steps

  1. Open ANVL Insights.

  2. Go to Assignments.

  3. Use the filters to find the Assignment. In the Search Users filter, select the user it is currently assigned to.

  4. Select the checkbox next to the Assignment you want to reassign.

  5. Select Modify.

  6. Select Modify Assignment.

  7. Remove the current assignee.

  8. Select the new assignee.

  9. Update any other details as needed, such as the Due Date or Message.

  10. Select Update Assignment.

  11. Add the new assignee to the Search Users filter.

  12. Confirm the Assignment now appears under the new assignee.


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