NEW! Reassign Feature

Many institutions may find the need to delegate tasks and need the ability to reassign steps in the workflow when required.*

Who Can Reassign Tasks? 

Admins: Admins will now be able to remove the workflow bottlenecks when somebody cannot approve a proposal (out of town, out on leave, etc.)

How Do You Reassign a Task?

• App Admins can enter the "Status" view in an active workflow. 
• Both Tasks and Approvals can be reassigned to another user. 
• Find the task or approval you want to reassign
• Choose the new user to reassign the task/approval to
• Add a comment, and reassign. 
• The newly assigned user will now be notified.

*Note: The reassign feature will not be usable in any submissions that were submitted before April 2022

Originally published on Oct 24, 2022