ALIM Web Help

To Reassign a Task to Another User

You can reassign your tasks to other users as needed. Unlike delegating a task, when you reassign a task you are relinquishing all control and responsibility for that task.
Note: Before you can reassign a task, you must first reject it. A task must be in your Forthcoming or Inbox folder in order to reject it. This means that you can reject a task as long as you have not accepted it yet. If you have already accepted the task and you still want to reject it, go to your Work in progress folder and mark the task as requiring rework: the task will be moved back into your Inbox where it can be rejected.

Follow these steps to reassign a workflow task to another user.

  1. Open the Work Exchange folder, and then expand the Forthcoming or Inbox folder that contains the task that you want to reject.
  2. Select the task that you want to reject, and then from the Tasks menu, select Reject.

    The Reject Task dialog opens.

  3. To send an email notification to the workflow owner, select Notify workflow owner.
  4. Select the user(s) that you want to notify, and then enter a Reason for Rejection.
  5. When you are finished, click Reject. The task is moved to the Reassign Required folder.
  6. From the Reassign Required folder, select the task that you want to reassign.
  7. From the Tasks menu, select Reassign Work Task.

    The Reassign Work Task dialog appears.

  8. Do one of the following:

    Select Person and then enter the Person Code

    or

    Select Skill and then select the Skill from the list.

  9. When you are finished, click Reassign.
The task is moved out of your Reassign Required folder and placed into either the Forthcoming or Inbox folder of the specified user or skill.