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Tasklist

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New Member
Posts: 38
Country: United_Kingdom
Accepted Solution

Tasklist

Hi

We've had someone leave our company who has a lot of activities set.

 

Is there a way I can change who the tasks are for in bulk?

 

We're on Act! Pro Version 18.1.103.0, Update 3

Thanks.

 


Accepted Solutions
Solution
Accepted by Gary W (Administrator)
‎09-27-2016 03:13 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Tasklist

Hi Andy,

 

Yes you can. The following process describes how to do this:

 

  1. Login as the user you wish to reassign the activities to
  2. Perform a lookup, or filter the task list to the activities you wish to reassign to the user
  3. Select all
  4. Edit > Copy (CTRL + C)
  5. Edit > Paste (CTRL + V)

    You now have a copy of each of the activities originally scheduled by the old user, with the Scheduled For and Scheduled By now set as the new user. The next steps will delete the original versions of the activities originally scheduled for the old user.

  6. Perform a lookup, or filter the task list to the activities originally scheduled for the old user that you have reassigned
  7. Delete these activities

You can ensure you have done the process correctly by clearing any task list filers, and ensuring all users are selected, then checking the All Dates list total at the very bottom. This should be the same before and after the process.

 

I would suggest taking a backup of your database before attempting this.

View solution in original post


All Replies
Solution
Accepted by Gary W (Administrator)
‎09-27-2016 03:13 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Tasklist

Hi Andy,

 

Yes you can. The following process describes how to do this:

 

  1. Login as the user you wish to reassign the activities to
  2. Perform a lookup, or filter the task list to the activities you wish to reassign to the user
  3. Select all
  4. Edit > Copy (CTRL + C)
  5. Edit > Paste (CTRL + V)

    You now have a copy of each of the activities originally scheduled by the old user, with the Scheduled For and Scheduled By now set as the new user. The next steps will delete the original versions of the activities originally scheduled for the old user.

  6. Perform a lookup, or filter the task list to the activities originally scheduled for the old user that you have reassigned
  7. Delete these activities

You can ensure you have done the process correctly by clearing any task list filers, and ensuring all users are selected, then checking the All Dates list total at the very bottom. This should be the same before and after the process.

 

I would suggest taking a backup of your database before attempting this.

New Member
Posts: 38
Country: United_Kingdom

Re: Tasklist

That was easy!

Thanks very much.

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Tasklist

You're very welcome!
Let us know if you have any other questions.