Assigning or Distributing a User's tasks to Another User

Modified on Fri, 19 Jun at 4:42 PM

Redistributing Tasks

Select a User from the drop-down at the top of the home page (only available for users with manager permissions) to view their task list.
Click Bulk Actions, then Redistribute.
Choose to send all tasks to a specific person or group.
Press Continue.
Click Assign Lead to User if you also want the selected user assigned to the lead.

FAQs

Q: Can I choose to distribute between different users?

A: You can distribute to a user group, or click Filters, type keyword(s) i.e. Upsell, then Apply Filter to filter the tasks you will be distributing.

Q: What if I can't see the user drop-down box?

A: An admin user would need to change your permissions (Settings > Users > Edit, then under the Teams section, check the relevant options). Alternatively, a user with sufficient permissions could perform the task for you.

Q: What happens if I distribute to a User Group?

A: The leads are distributed based on the User Group settings. See User Groups for more information.