Reassign a Task from Your Task List

To reassign a task from your My Tasks list, do the procedure in this topic.

Video: Assign a Task to a New Participant

Reassign Task screen


Reassign Task screen

Prerequisites

How to Start

  1. Do one of these:
    • In AgilePoint NX, click Work Center.
    • In SharePoint, go to the AgilePoint NX Dashboard.
    • In Salesforce, click the AgilePoint Dashboard tab.
  2. Click the My Tasks or In Queue tab.
  3. Click your task name.

Procedure

  1. On the task option list, click Reassign Task Reassign Task icon.
  2. On the Reassign Task screen, complete these fields as necessary.
    Field Name Definition

    Assigned User

    Function:
    Shows the participant assigned to the task.
    Accepted Values:
    Read only.

    Reassign To

    Function:
    Specifies how to select the user to whom to assign the task.
    Accepted Values:
    • Users In My Department - Lets you select users in your department.
    • All Users - Lets you select any AgilePoint NX user in your environment.
    Default Value:
    Users In My Department