Users with the ability to manage other users’ Inboxes may occasionally need to reassign tasks based on workloads. Tasks can be reassigned individually or in bulk.

Reassign all tasks in the Inbox by selecting the Actions menu icon and selecting “Delegate All Tasks.” If there are more than 50 tasks in the Inbox, you will be alerted that you can only delegate a maximum of 50 tasks at a time. Clicking Ok on the alert will allow you to proceed with the first 50 tasks selected.

From the Delegate All Tasks screen, you can select a Recipient from a list of users. Once a recipient is selected, tasks that can be delegated to that user will be displayed. You may exclude any tasks that you do not wish to have delegated to that user by deselecting the check box next to those tasks.

Click Delegate Selected Tasks in the bottom right corner of the Delegate All Tasks screen to send the selected tasks to the recipient’s inbox.

If you have the ability to delegate a task to another user, a “Delegate” option is available in the Actions menu for the task within the Inbox. To delegate the task, select the “Delegate” option.

In the Delegate screen, select a Recipient to receive the task from a list of qualified users. Once a recipient has been selected, click Save. The task will appear in the new recipient’s inbox and will be removed from your inbox.

You can also delegate multiple tasks at once to another user using the “Delegate All” option. Click here for more information.