15.3.6. Reassigning a Task

Engineering Knowledge Manager

User's Guide | Chapter 15: Starting and Managing Processes | 15.3. Managing Tasks Assigned to You |

15.3.5. Completing a Task |  | 15.3.7. Accepting a Reassigned Task
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### 15.3.6. Reassigning a Task

Tasks can be reassigned to other users during an active process. You can reassign any task that belongs to you (in other words, that has been assigned to you). If an assignee is not available to complete a task, the item can be reassigned to another user by the creator of the process, or by any user with `admin` privileges.

#### Reassigning a Task that Belongs to You

You can reassign an active task that has been assigned to you using the action in the process view. Once you have reassigned the item, it will be placed on the reassigned users' My Tasks page and an email message will be sent notifying the assignee.

To reassign a task:

1. Open the task from the email that you received, or go to the Processes section and open it there.

2. In the process view, click in the task pane.

   Figure 15.20: Reassigning a Task

   You will be prompted to select a user.

   Figure 15.21: Specifying Reassignment Settings

3. From the drop box, select the user to whom you would like to reassign the item.

4. If you would like to provide the user with instructions or information about the task, enter the desired text in the Note edit box. This step is optional.

5. Click OK to reassign the task. The item will be placed on the reassigned user’s My Tasks page and an email message will be sent notifying the assignee. When the user clicks on the link to the task, or starts the task from My Tasks, the user will be prompted to accept the task. Any notes that were entered during reassignment appear at this time.

Note: Batch jobs cannot be reassigned.

#### Reassigning a Task that Belongs to Another User

If a user is not available to complete a task that has been assigned to them, the item can be reassigned to another user by the original creator of the process, or by any user with `admin` privileges.

When you are viewing a task in the process view that belongs to another assignee, you will see the message "There are no tasks for you to perform at this time" in the details pane.

To reassign a started or future task that belongs to another user, click the task’s assignee drop box and select a different user. Or, if the task’s status is In Progress, click in the details pane if you want to include a note that the new user will see when he or she views the task.

Figure 15.22: Reassigning Another User’s Task

If the original process template was configured to display a custom application for assignee selection, an edit icon will be displayed instead of a dropdown. Clicking this icon will launch the custom application. For more information, see Editing Process Attributes.

Note:

- If a task is assigned to a user that does not exist, a warning icon appears next to the assignee drop box. If a task remains assigned to an invalid user, it will be executed by the process creator.

- If a user is part of the `admin` group but not part of the process, they can access the process by pasting the address of the process view in the browser address bar.

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