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Home > Tools & Setup > Setup > Users > Reassigning Activities
Reassigning Activities
When a user changes positions, you might want to reassign their open activities to another individual.
To reassign activities to another user:
- Click the Reassign User Activities link on the user record’s General tab.
The User Reassignment page displays with a list of activities and associations.
NOTE: If no activities or associations display, the user does not have current activities.
- Select the following options for reassignment.
- To reassign individual activities, click the Edit
icon . User review activities for documents that are checked out cannot be reassigned. You must first cancel the checkout, then perform the reassignment. - To delete an activity, click the
icon in the Delete field.
- To reassign individual activities, click the Edit
NOTE: Activities associated to a workflow cannot be deleted, they must be reassigned.
- The Reassign All To field is used if the activities and associations can all be reassigned to another individual as a group.
- If applicable, click the links to be redirected to individual tables for removing the user.
