Update Assignment/Task Assignee

The Assignee is the member responsible for doing an Assignment or a Task. Each Task starts with the Assignee its Step's Default Assignee gives it, and you can change it.

Change an Assignment's Assignee

1. Select the Assignment and press the Info tab in the detail pane.
2. In the Details panel, choose the Assignee.

   

Change a Task's Assignee

1. Select the Task and press its Info tab.
2. Choose the Assignee in its Details panel.

The new Assignee sees the work in their Assignments Inbox. If a Procedure has Roles, re-staff a Role instead to move all of its Tasks at once. See Re-staff Roles on an Assignment.

Related Articles

Overview

1. Assignments Overview
2. Key Terms

Step-by-Step

1. Re-staff Roles on an Assignment
2. Update Assignment Requestor
3. Update Procedure or Step Default Assignee