⚠️ Prerequisite: having actions to perform as a stakeholder.
Going on vacation? Unable to perform the requested action? Easily reassign actions to the person of your choice.
Table of contents
💡How does it work?
- Go to the My actions tab. Click the button at the top of the screen to reassign your actions.
- Upon clicking the button, all actions that can be reassigned will appear.
- You can filter and/or sort the list according to your needs:
- By type of action, employee, or due date;
- Or sort by action name, action type, employee, and due date.
- Finally, you can select the actions of your choice by checking them. As soon as at least one action is selected, the reassignment bar appears.
- Finally, select the person to whom you want to reassign the actions.
⚠️ You can only select people from your environment who have access to the stakeholders' space.
- When you click to reassign, a confirmation window prompts you to validate your choice.
💡 The reassigned actions will disappear from your list of actions. Only the new responsible person will be able to perform them!
- The new responsible person receives an email summarizing the actions that have been reassigned to them.
Note: This feature allows you to reassign actions from the journey. It does not replace a stakeholder in a journey.
✅ Reassigning form validation
Validating a form is now part of the actions that can be reassigned! The validation action now appears on the My actions page but cannot be performed until the responsible person has completed the form.
The action has the same due date as the form completion date.
You can still reassign the action even if the form has not yet been completed.
⚠️ Forms for validation can only be reassigned to users who have permission to View administrative data.
🤔 Frequently Asked Questions
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Which actions cannot be reassigned?
The following actions will not appear in the list of reassignable actions: -
What is the impact on the employee?
The reassignment of actions is invisible to the employee.
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Can I reassign actions for which I am not responsible?
No, this is not currently possible. You can only reassign actions for which you are responsible.