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Re-assigning all tasks

New Member
Posts: 2
Country: United_Kingdom

Re-assigning all tasks

Hi guys,

 

I have recently had two members of staff leave and I need to re-assign all the tasks they set to one of my other members of staff, is there a way to do this all in one go, or does each task need to be re scheduled idividually?

 

Would appreciate any help

 

Cheers Smiley Happy

Nickel Super Contributor
Posts: 397
Country: USA

Re: Re-assigning all tasks

ACT! Database Server - Do not forget to make a backup before any process

 

If you need - first test this on demo database

 

Try this - Login with the user who is to receive the scheduled activities - Task List - Filter this list by "Schedule For" Field - Enter the  User inactivated - Copy / Paste these activities - The new activities will be created Produced by the user that is currently in ACT! - Then delete the previous activities (not a very technical but it is recursive)

 

To add the "Schedule For" field in the Task list - Top right is the "Options - Customize Columns"

 

Best regards,