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Categories Tasks & Workflow
Created by David Martinelli
Created on Jan 6, 2025

Bulk re-assign staff task assignees

It is great that tasks can be bulk re-assigned by selecting them all in the tasks list. However, it does not re-assign the staff tasks assignees in the client record.

It would be great if that option was added when re-assigning tasks. Either you just re-assign the tasks but leave the staff tasks assignee unchanged, or you are asked if you also want to re-assign the task assignee in the clients records too. So you got all your scenarios covered:


  • You need help with completing your tasks and you re-assign some of them to a colleague who has the spare capacity to help on this occasion. You remain the task assignee

  • A staff member has left and all their tasks need to be re-assigned to an existing or new staff member

  • You re-organise who is responsible for taking care of some tasks for clients and you re-assign them from one colleague to another

Thank you! :-)

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