Difference between revisions of "Change Record Ownership"
From AgileApps Support Wiki
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#* '''Assign to User-''' Make another user the owner. | #* '''Assign to User-''' Make another user the owner. | ||
#* '''Assign to Team-''' Assign the record to a team. Any member of the team can then claim the record. | #* '''Assign to Team-''' Assign the record to a team. Any member of the team can then claim the record. | ||
# For [[Cases]] and [[Tasks]], you can add | # For [[Cases]] and [[Tasks]], you can also add a comment. | ||
#* The comment is included in the notification message that goes to the new owner. | #* The comment is included in the notification message that goes to the new owner. | ||
{{ | {{Tip|Drag the bottom right corner of the box to make a larger area to type into.}} | ||
''Learn more:'' [[Transfer Ownership for a Group of Records]].}} | |||
Revision as of 00:12, 28 May 2014
To transfer record ownership:
- Visit the record to be transferred.
- In the sidebar, click the arrow next to the Owner.
(Alternatively, click the Actions dropdown.) - Choose the assignment option:
- Claim - Take ownership yourself.
- Assign to User- Make another user the owner.
- Assign to Team- Assign the record to a team. Any member of the team can then claim the record.
- For Cases and Tasks, you can also add a comment.
- The comment is included in the notification message that goes to the new owner.
Tip: Drag the bottom right corner of the box to make a larger area to type into.
Learn more: Transfer Ownership for a Group of Records.}}