(Example) Reassign a Task to a Different User from Manage Center

This example shows how to reassign a task to a different user in Manage Center.

Background and Setup


Good to Know

  • As a best practice, if you want to reassign a task, it is recommended to search by process instance name so that you do not reassign a task from the wrong process instance.

    To search by process instance name, you can retrieve it from Work Center. For more information, refer to:

    In this example, the process instance name is Sales Invoice-2022-01-16T08:22:29:491.

  • The Sales Invoice app creates an invoice for products sold by an organization. This app provides a form to enter information for the invoice. The invoice request is then routed for escalating approvals from the finance manager.

    For the use case in this example, after the form submits, the invoice request is routed for escalating approval from the finance manager. If the finance manager is away, a user with the necessary access rights reassigns the Finance Manager Approval task to the CEO so that the task can be completed.

How to Start

  1. Click Manage.

    Click Manage
  2. In the Manage Center, click Runtime Management > Tasks.

    Click Tasks
  3. On the Task Search screen, select Search By Process Instance Name.

    Select Search By Process Instance Name
  4. In the Process Instance Name field, enter the name of the process instance for the task to reassign.

    In this example, the process instance name is Sales Invoice-2022-01-16T08:22:29:491.

    Enter Process Instance Name
  5. Click Search.


  1. On the Tasks screen, select the Finance Manager Approval task.

    Select Activity
  2. Click Reassign Task Reassign Task icon.

    Click Reassign Task
  3. On the Reassign Tasks screen, in the Reassign The Following Tasks To field, select a user from the list to assign the task.

    In this example, the task is assigned to John Smith.

    Reassign Task To Different User
  4. Click Reassign Tasks.

How to Get the App

This example is based on the Sales Invoice app from the AgilePoint NX App Store. Use this procedure to get the app.


Good to Know

  • This procedure is optional. It is provided so you can test the example with an out-of-the-box app.
  • This is part of the Background and Setup procedures, but many users preferred this step to appear after the example, not before it.


  1. Click App Store App Store icon.

    App Store
  2. In the CATEGORY section, click Sales.

    App Store screen
  3. Click the Sales Invoice app.

    Sales Invoice screen
  4. On the Sales Invoice screen, click Add.

    Sales Invoice screen
  5. On the Trust App screen, click Trust it.
  6. Click Return to site.