Reassign all of user's tasks to another user | Voters

Reassign all of user's tasks to another user

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Randall Mims

This button enables a manager or supervisor to reassign a daily work plan among selected users to ensure the completion of tasks for an absent team member. It’s designed for daily use, helping to maintain workflow continuity and ensure all work plans are completed efficiently.

Shawn Goebel

Merged in a post:

Reassign Daily Tasks all at once instead of one of a time

AnnaBeth Everard

Can you please add an option to reassign tasks for the day to 1 person all at once instead of manually having to go in and reassign one at a time?

Shawn Goebel

Merged in a post:

Ability to reassign a workplan to other bdc agent with one click

Philishia Crum

BDC Agent is off today - the ability to one click reassign those tasks to a different BDC Agent would be idea.

Philishia Crum

Just to clarify - I'm looking for task reassignment not deal reassignment. Also the ability to reassign to multiple other reps - maybe a round robin distro reassignment

Philishia Crum

Any Day off BDC Rep agenda needs to be reassigned to BDC Reps working that day. Manager only should reassign. Notification would be great but not that necessary as they will see them.

Shelby Parker

Hey Philishia Crum, thanks for your feedback! I have a few more questions for you:

How frequently do BDC agents need to reassign workplans due to absences or other reasons?
Are there specific criteria or conditions under which a workplan should not be reassigned to another agent?
Would you like notifications to be sent to the new agent once a workplan is reassigned?

Shawn Goebel

Merged in a post:

reschedule multiple tasks at once

Tiffanee Hokel

It would be really helpful if you could reschedule multiple tasks in the work tasks at once instead of doing that one by one. I'm thinking like clicking boxes similar to say selecting emails, all or some then another button to reschedule the task that allows you to select date, time, task type and add a note potentially.

Shelby Parker

Great to hear your perspective, Tiffanee Hokel! I have a few more questions for you:

What specific types of tasks do you frequently need to reschedule together?
How often do you find yourself needing to reschedule multiple tasks at once?
Are there any specific integrations or tools you currently use that you would like this feature to work with?

Tiffanee Hokel

Shelby Parker: this idea occurred to me yesterday while working on tasks. A lot of salespeople use the drive centric system kind of like a planner. We can create tasks to remind us to do something for a guest. As I went through tasks, I had maybe 7-8 tasks that I didn't have answers yet for the guest on a car deal that needed to be moved on the Calander to later in the week. Then I had to go one by one and do that. I can literally look through my workflow for the day and see tasks that have to be assigned another day because I don't have answers yet. I know other salespeople do this as well because we've talked about what a pain it is to go in one by one and adjust dates. Type of task is typically a general task like Email, Phone, Text, Video Touchpoint that I've labeled as something I need to do like "ready call" or "insurance update" or "PDI done" for example. Each sales person may label it different however. If they could check the boxes maybe like something you do when sorting emails then have a button to reschedule, select date/time, that would be helpful.

I'm not sure on any other tools for this to work with or how that would work...maybe someone could use that on a video or text or something like that. Not sure there.

Anzony Garcia

This would be very very helpful.

Micheal Clemons

THIS WOULD MAKE A TASK PROCESS HELPFUL FOR WHEN PEOPLE ARE SICK / VACATION AND YOU WANT THE LEAD TO STILLBE FOLLOWED UP WITH.

Dillon Calkins

This could be really helpful on staying ontop of workplans when people are gone.

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