Reassign Tasks / Task Management

55 votes

Manage assigned tasks in 25live. Including reassignment, removal or addition of approvers. This is pivotal for those that change or are added to a new role.

Planned Workflow Suggested by: Dustin Crays (01 Feb, '21) • Upvoted: 16 Apr • Comments: 9

Comments: 9

26 Mar, '21
Pamela Mason
This is something we need to be able to give permissions to a security group. So anyone that is on the current Task can add remove users from the Task. Also we could give some of our Functional user or support groups the permissions to do this as well. That way if there are no people on the task currently working for the University we have others that can go in and edit the Task to add the new people. For Tasks assigned by security group this should be dynamic with the users int he security group so you should not have to update tasks if you updated the security group.
31 Jan, '22
Nancy
It would be helpful to be able to reassign a Task to someone else. Here is one example situation that recently occurred: A resource approval Task was routed to a System Administrator because no one happened to be in the necessary group. A user was then assigned into that group, but the Task couldn't be reassigned to that user, so we had to have the original Scheduler remove and re-add the resource.
16 May, '22
Tracy
A feature to allow new members of a group (approvers) to approve existing tasks would help our campus tremendously,

Our approvers receive a large volume of tasks. When they have a new staff member brought on, it would help them tremendously to be able to jump in and help approve those existing tasks.

This option is better than using a dummy account. This would allows us to track the user who approved the tasks.
15 Jun, '22
Karin Randolph
As a power user myself, as well as an administrator, I think being able to re-assign tasks (either individually or in a batch) would be tremendously helpful. Our example is we are currently using Resources as part of our Promotional system. If an event is to be publicized in any way by the school, the resource is added. We have had some movement of staff in one of our Promo areas, and any existing tasks pending (some go quite far into the future) are left in limbo for the remaining staff to address.

If the individuals within the security group could do the reassignment, that would be fantastic. But if tasks could be reassigned to that group (after a new person is added) that would also be helpful for us.
27 Apr, '23
Adam Rosing
This would also tremendously help our university. Our student departments use student assistants that rotate heavily and not being able to reassign a task is hard for the department. We do not create a generic account for SSO authenticated users so that is not a option.
25 Sep, '23
Tracy
TO DO Tasks: Our campus has had a need over the years to have another approver for a To Do task. If you can add an option to add additional approvers for a To Do task and allow another user the ability to approve an existing To Do task that would be very helpful.
03 Oct, '23
Walt (CollegeNET) Admin
Partially available in the form of adding a contact to a task (not to-dos) using build edit... more to come.
04 Oct, '23
Pamela Lau
@Walt (CollegeNET) Will this mean we can remove the people / security group who have left the college from the "Assign to" column? When sending e-mails to all "with assignment & notification tasks" they continue to get e-mails. Even if they are no longer in this department.
04 Oct, '23
Walt (CollegeNET) Admin
Yes, @Pamela Lau - that need is understood and is factored into the plans for next steps on this front.