Can you move assignments from one person to another in bulk? | Community
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mdeancherry
Level 3
June 5, 2025
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Can you move assignments from one person to another in bulk?

  • June 5, 2025
  • 1 reply
  • 346 views

A user left our organization and I want to move all of their assigned tasks to a new user who is taking over their position. Is there a way to do this all at once without having to make the switch project by project? The projects they are in have many different names so I can't use the "name contains" feature for bulk assignments from the workload balancer. 

    Best answer by mdeancherry

    Oh, I can do it via Project Status using the workload balancer. 

    1 reply

    M
    mdeancherryAuthorAccepted solution
    Level 3
    June 5, 2025

    Oh, I can do it via Project Status using the workload balancer. 

      Daniel_Clarke
      Community Advisor
      Daniel_ClarkeCommunity Advisor
      Community Advisor
      June 5, 2025

      Yes! Workload balancer is your friend in this situation for any tasks.
      In addition, I would check a report for any active projects they own as well as any proofs they own or are an approver on. Unfortunately these two items cannot be revised through the workload balancer. 

       

      ++ if they were an active requester you can check for any open requests as well!

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