Installation Company ERP / CRM


How To Reallocate Open Tasks

To Do This:

  1. In the Main Menu, head to Admin and Manage Users.
  2. Select the user you would like to remove tasks from by clicking edit beside their name.
  3. Select the ‘Actions’ drop down at the bottom of the page and then ‘Reassign All Open Tasks’.
  4. Select the user you’d like to assign the tasks too and then whether you’d like to deactivate and remove the user licence.
  5. Select ‘Save’ once completed. Remember if you’ve made any additional changes in the user’s details, select ‘Save’.

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