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See suggestions in the Tasks chapter.
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How do I...
Move a saved form from one user to another?
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Only a tenant admin user can move a saved form from one user's task list to another user's task list. Imagine Joe in the mortgage processing department is out sick and he has a loan application he began to process and clicked "Save" to finish later. The admin can move to another person's task list by:#
- Login to your tenant as the tenant admin
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- Click the APPS link in the upper right corner of the page (to the left of the LOGOUT link)
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- Click the Tasks tab
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- Click the
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icon
- Select Joe's username from the Locked By User dropdown
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- Submit the search form
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- View the retrieve results and click the
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- Select a person you want to reassign this task to from the Assign to a different user dropdown
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- Enter a reason
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- Submit the
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- modified form
The task will now be on the new person's task list.
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