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How to reassign a task

Updated

Before we get started

Take note

  • You can reassign a task if you are an "Owner" or "Admin" of the organization.
  • Tasks and review tasks can be reassigned
  • You can reassign a task via the web app. 
  • You can reassign a task that is "Open" or " Draft" status
  • Once a task has been reassigned, it will be removed from the view of the original assignee.

Reassign a task 

Step 1: Sign in to the Capptions Direct web portal

Sign in to your Capptions Direct account using the link

Step 2: Select an organization 

Click on the drop-down arrow in the top left-hand corner of the screen and select an organization. 

Step 3: Click on results 

Step 4:  Click on workflow results

Step 5: Click on details 

Navigate to the workflow that contains the task you would like to reassign.

Step 6: Click on the pen edit icon 

Step 7: Reassign the task 

Select the user to reassign the task to. 

 

And that's how easy it is! 

We hope this article is helpful in reassigning a task to another user. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptionsdirect.com. 

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!

 

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