Question

How to Assign a Task to a Team Member as the Team Manager

Forms

Updated January 4, 2024

asked on January 3, 2024

Scenario: The task is successfully assigned to the team through a business process. Any member of the team can view by going into Laserfiche Forms > Inbox > Team Tasks > Unassigned Tasks.

However, as the Team Manager, I am not able to find the "assign to a team member" button. I do see the Reassign button, but no Assign button.

Any suggestions for how a Team Manager can assign the unassigned task to a member of their team? Are we supposed to use the Reassign button?

Here is a screenshot of the unassigned task viewed by the Team Manager:

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Answer

SELECTED ANSWER

replied on January 3, 2024

The options are "Assign to Me" which assigns to yourself, and "Reassign" which can be assigned to anyone. There is not an option specific to a team manager dictating tasks to specific team members, so you would just need to use the Reassign option in that case.

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Replies

replied on January 4, 2024

Thank you for that clarification! I will pass this along to use the Reassign button to assign a task to a member of their team.

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How to Assign a Task to a Team Member as the Team Manager

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