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Re-assigning tasks in bulk

How do I reassign tasks in bulk?

Written by Denisa Arjoca

You can assign multiple tasks from one user to another from the General Task List by following the steps below:

  1. Click Task List from the General section within Proclaim Desktop.

  2. Ensure the view is set to the appropriate Date and the User with the tasks you wish to transfer is selected.

  3. Select the tasks which are to be assigned by pressing and holding down CTRL on the keyboard and individually clicking the entries which need to be included. Alternatively, to select a group, click on the top most entry, then press and hold SHIFT on the keyboard and click the bottom most entry to highlight all entries in between. If all entries are required, press and hold down CTRL on the keyboard and press A to select all entries.

  4. On any one of those selected entries, single right click and select New handler.

  5. Select the User you would like to allocate the tasks to from the drop down.

  6. When asked if you are sure, click Yes.

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