Bulk task reassignment is useful when a fee earner has left the business, changed role, or needs their outstanding tasks moved to another user. You can reassign multiple tasks at once from the General Task List in Proclaim Desktop.
Before you start
Make sure you know:
The user who currently owns the tasks.
The user who should receive the tasks.
The date range or task view you need to check.
Reassign multiple tasks to another user
Open Proclaim Desktop.
From the General section, select Task List.
Set the task list view to the appropriate Date.
Under Who, select the user whose tasks you want to transfer.
Select the tasks you want to reassign:
To select individual tasks, press and hold CTRL, then click each task you want to include.
To select a group of tasks, click the first task, press and hold SHIFT, then click the last task in the group. This selects all tasks between them.
To select all tasks in the list, press and hold CTRL, then press A.
Right-click one of the selected tasks.
Select New handler.
From the dropdown list, select the user you want to allocate the tasks to.
When prompted to confirm, select Yes.
The selected tasks are reassigned to the new handler.
When to use this
Use this process when you need to move several tasks from one user to another, for example when:
A fee earner has left the business.
A user is on leave.
Work needs to be redistributed across the team.
Tasks have been assigned to the wrong person.
Important
Only the tasks selected in the Task List are reassigned. Check the selected date and user filters carefully before confirming the change.