Transfer Task Ownership

In order to Transfer Task Ownership, you must have the Change Ownership of others Records permission enabled in Available Permission Rights.

To transfer a task to another user:

1. Click the Tasks tab
2. Click the checkbox next to the task(s) you want to transfer
3. Click the [More Actions] button and select the Transfer option
4. Enter the user name in the Mass Change Ownership section, or click the Lookup button to select the user name
5. Click the [Go] button. The task is removed from your list of Tasks, and will appear on the Tasks page for the selected user

If you have administrative privileges in the platform, you can proxy login as this user to confirm that the task(s) have been transferred. See Customer Support Login for more information.

When you transfer ownership, the new owner will automatically be notified by email.