This article aims to provide instructions for managers on how to reassign individual workflow items in DASH.
Reassigning Individual Workflow Items
- To begin, in Dash, click on the Notifications icon, (which looks like a bell), in the upper right-hand corner.
- Next, click on the item that needs to be reassigned.
- Then, click on the "Claim" button at the top right corner to claim the task (if available).
- After claiming the task, click on the "Actions" dropdown menu to see more options. Choose “Reassign” from the options list.
- Finally, in the "Reassign" window:
- Name: Click the dropdown arrow or type to search and select the person to whom you want to reassign the task (e.g., John Doe).
- Comment: (Optional) Add any comments explaining the reason for the reassignment.
- Click the "Submit" button to complete the reassignment.
- Click "Cancel" if you decide not to proceed with the reassignment.
