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Bulk Reassign Personal To-Do Tasks

Reassign multiple personal to-do tasks to another admin in a single action to maintain workflow continuity. This feature allows you to select specific tasks and transfer ownership efficiently, eliminating the need to update each task individually. Bulk reassignment is especially useful when responsibilities shift or when an admin is no longer available, ensuring that no pending tasks are left unmanaged.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click the icon shown at the top right corner of the screen to open the To-Do section.

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Step 2: Click the search icon as shown in the screenshot below.

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Step 3: Check the Show all admin tasks checkbox to view all tasks assigned to all admins.

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Step 4: Check the checkboxes before the tasks you want to reassign, then click the Bulk Reassign button.

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Step 5: Select the admin you want to assign the selected tasks to.

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Step 6: Click the Bulk Reassign button.

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Step 7: Click the Reassign button to confirm.

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The selected tasks will be successfully reassigned to the newly assigned admin.

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