How do I transfer my work to another User?

Taking a short break from the Project, or leaving for good? You’re in the right place! This FAQ will cover how to re-assign work to someone else, so you don’t impact the Team too much whilst you’re away.

There are three ways you can put someone else in control of your work:

• Assign another user to your Task(s)

  This option is a good choice if you’d like to assign permissions over certain Tasks to different users, without giving them permission over your work as a whole.

  The easiest way to set a user as an assignee for multiple Tasks is with multi-select:

  1. Select the Tasks you’d like to assign

  2. Click the pencil icon to open edit properties menu

  3. Click Assignee

  4. Select the user(s) that you’d like to assign the Tasks to

  5. Click ✓ to confirm

• Set another user as your delegate

  Delegates are great option if you’d like to delegate permissions over your work as a whole to another user whilst you’re away.

  You can set delegates from the Users page:

  1. Locate the user that you’d like to set a delegate for

  2. In the Delegates column of the Users table, click +

  3. Select the user(s) that you’d like to make a delegate

• Transfer ownership of the Tasks to another user

  If you’ll be leaving the Project for good, you’ll need to transfer ownership of your Tasks to another a user before you can be removed as a user on the Project

  The easiest way to do this is:

  1. Set your work to the structure Owner > None

  2. Set the date picker to reveal All Future Tasks

  3. Select all of your Tasks

  4. Click the pencil icon to open edit properties menu

  5. Click Owner

  6. Select the user(s) that you’d like to be the new owner of your Tasks

  7. Click ✓ to confirm

All work, including Tasks from the past, will need to be re-assigned before you can be removed as a User from the Project