When a Job Owner wants to change the Resource that the task has been assigned to.
NOTE: THE TASK WILL BE IN EITHER REQUESTED OR BOOKED IN STATUS STILL
Step-by-step guide
- Go to the task details page
- Click on the 'Edit' button
- In the task 'edit' page select a different Resource from the drop down list
Note: if you need to assign a new resource use Assign Task to a New Resource - Then click 'Save'
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The task will now be at status 'requested' and move to the requested task list. The new resource will be senT an email to accept the task. |
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