Tip #160 - Use The Tasks Dashboard to Reassign Tasks in Bulk

This feature is particularly useful when you have many tasks that are currently assigned to one staff member, and the tasks need to be reassigned to someone else (e.g., when someone leaves the firm).
 
Begin with these steps:

1. Click Dashboards on the top Toolbar

2. Select Tasks from the list of Dashboards

Next, select the following filters:

3. Status – Open

4. Requester – All

5. Assigned to (select the staff the tasks are currently assigned to)

6. Due – All

7. Click the “Apply Filters” button to get the desired lists of Tasks

8. Click the check box in the top left column to select all Tasks on the list (or select individual Tasks as appropriate), then right-click on one of the selected Tasks to display the update options

9. Click “Update Selected”

10. Select the staff you want to reassign the Tasks to

11. Click the “OK” button to complete the reassignment