How to Globally Re-Assign Tasks Across Multiple Projects

Short video shows you how to globally re-assign tasks from one person to another across multiple projects in one step. Project Insight has a global re-assign feature which allows you to re-assign all of the tasks someone is assigned to with just a few clicks.

Transcript:

[Music]

In this video, I am going to show you how to reassign tasks across multiple projects for a user. Let’s say that your employee is no longer with your company, and you need to find all of the tasks that person has been assigned to and send them to somebody else. You can simply go to the user list in the admin section and then choose "Reassign Task."

You will see the projects that this person, Richard Blade, has been assigned to. There are three different projects with multiple tasks that are still incomplete. Completed tasks do not need to be reassigned. You then choose who you want to assign those tasks to and check the projects that you want to reassign to that person.

If you want to reassign some of the tasks to one person and then reassign some of the tasks to another person, you can run through this wizard a few times. In this case, I want to reassign pretty much everything from Richard to Calvin. Hit the button to reassign, and you will see that we have been confirmed on one, two, three different projects. Click "Okay," and you are done with that process.