When a Job Owner wants to change the Resource that the task has been assigned to.
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The task will be in either 'Requested' or 'Booked in' status still |
Step-by-step guide
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- Go to the task details page
- Click on the 'Edit' button
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- 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. |