Release: Nov 25, 2020
Bulk Re-assigning (and Un-assigning) of Active Jobs
You can easily re-assign jobs in bulk from one user to another with just a few clicks.
There are many reasons for needing to re-assign jobs from one user to another - one team member may have left the business, been assigned to other projects or simply be on leave.
You can now Re-assign and Un-assign jobs in bulk really easily with the following steps:
- Go to “View Jobs” to see all Active Jobs.
- Filter the list of Active Jobs using the “Assigned To” filter and any other filters such as Date
- With the list filtered, check the boxes for all relevant jobs to be adjusted (or check the box in the header to select all items as shown below)
- Then go to the “Select Action” dropdown list in the button right-hand corner of the list (as shown below)
- Select “Assign To” from the Action choices.
- Then select the User you want the jobs to be re-assigned to (or, select Unassigned status so that you can individually re-assign later)
- Hit the “Go” button to activate the change.
Most of the data tables in Formitize have this powerful Action option in the bottom right-hand corner which is often overlooked, so take a moment to explore what else can be done with Actions in the different data tables to help you save time.
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