Quick Tip: Recommended reports to review when deactivating users

While we wish it were not the case, users don't stay with a company forever. Configure a deactivated user dashboard so that you can transition users out and have minimum interruption to your workflows or data.

Consider adding the following reports, each with a prompt, so that you can easily select a user without editing the report filters each time:

• Open / Assigned Tasks
• Reports they Own
• Open / Assigned Issues
• Dashboards they Own
• Projects they Own
• Programs they own
• Portfolios they own
• Templates they own
• Calendars they own [Remember that a calendar report created by the deactivated user will need to be copied by an active user and then re-shared with the users, teams, groups, etc. with whom the original calendar was shared with.)

Using these reports you'll then be able to bulk reassign work or copy certain objects so that you (or another active user) are the new owner.

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