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Update assignments when responsibilities change

Learn how to hand over tasks in a running workflow when responsibilities change.

Written by Yuliya Chakhovich

Open Workflows, choose the tax type, open the workflow and select the Tasks tab.

Hand over one task

Open its Assignees cell, choose the new assignee and select Save. The new assignee is notified. A task can have several assignees, so you can hand it to a whole team.

Update many tasks at once

  1. Select Actions and choose Edit tasks.

  2. Open the task you want to change and update its settings, such as the assignee, the approvals or the due date.

  3. Select Save. The change applies to that task for every entity and period still to come.

Good to know

  • If a task went to someone unexpected, open it and check the activity: it shows who created the task and who reassigned it.

  • For a temporary absence, there's no need to reassign: an out of office with a deputy covers it.

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