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Moving Tasks

Posted: Mon Jun 24, 2002 8:34 am
by Michael Lerner
Dear Michael,

Thank you for all of your help. I have a question about moving tasks.

How do we transfer ALL tasks from one person to another? Especially when person A is replaced by person B? (example: turnover of file clerks)

Thanks!

Sincerely,
Michael Lerner
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131

Re: Moving Tasks

Posted: Mon Jun 24, 2002 10:40 am
by Michael Appell
Hi Michael,

if you click Tools, System you will see an option called Global Reassign. Selecting this option allows you to reassign all cases, calendar events, tasks or a combination of any of these. Use this with caution as there is no UNDO option. You should have a backup. But, A1-Law does confirm how many will be reassigned before you actually click the OK button. As always, be sure to have a backup.

(p.s. I'm hoping to have the web site problems fixed by late next week).

Mike