Question:
What is Reassign Task in a Legacy Workflow in Vault PromoMats?
Answer:
Reassign Task: This action allows the Workflow Owner, Admin, Task Owner, or any user who has delegated access to these roles to reassign the task to another user.
To reassign a task, please follow the instructions below:
From the Timeline View
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Click on the Timeline View icon
- Expand the active workflow
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Click the Actions Menu next to the user who needs to be replaced.
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Type or search for the name of the user to who the task is being reassigned to
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Click Continue
The new task owner will get a notification informing them of the task.
If the document is in a Legacy Workflow, you can also reassign the task from the Active Workflow View.
From the Active Workflow View
- Click on the arrow to the left of the current status and select the Actions Menu to the right of the reviewer that should be replaced
- Type or search for the name of the user to who the task is being reassigned to
3. Click Continue
The new task owner will get a notification informing them of the task.
Related Documentation:
Vault Help: