Reassigning Board Action Items
Reassigning Board Action Items
Users with the proper permission (see Managing Security Permissions) can bulk reassign board action items from one board member to another board member.
Select Portfolio > Reassign Board Action Items. If you are using universal navigation, click Tasks > Action Items > Reassign Board Action Items.
Select a From User, and then select a To User.
NOTE: Both selections must be for active board members with association access. The system prevents users without association access from being reassigned action items and displays a red dot next to the association(s).
Select the checkbox(es) next to the individual association(s) or select the checkbox in the green header to reassign all board action items.
Click Save.