Assigning/Reassigning Multiple Tasks

Select the tasks to assign and select

on the Tasks grid to display the Assign Tasks page.

Note: The Assign Tasks page only displays for users who are assigned to all the workflow roles of the selected tasks. If the selected tasks do not have users assigned to all the roles, a message displays, and the bulk operation action cannot be performed.

Note: Search for an assignee by username to quickly find them. Enter a minimum of three characters of the username in the

box. To discard search results, select the X in the Search box.

Select the users and select

.

Note: The results from the action display for the selected tasks. A progress bar also indicates the progress.

If the action was completed successfully, an Assigned status and a green check mark display.
If the action failed, a Failed status and a red X displays. Hovering over the status or symbol displays the reason for the failure. (Example: A user does not have appropriate permissions or roles to perform the bulk operation.
Select the task to go to the Task Details page in a new browser tab.
Select the transaction to go to the appropriate Transaction Summary page in a new browser tab.

Select

on the Assign Tasks page.

Note: The updated tasks status displays on the Tasks grid.

Note: If the assign/reassign tasks operation fails for the selected tasks, the tasks that could not be assigned remain selected on the grid and available for further actions.