Reassigning processes, sub processes, and tasks

You can reassign an existing process, sub process, or task and specify the scope of the reassignment.

  1. Select Close Setup > Manage Process.
  2. Select a process, sub process, or task and click Reassign.
  3. Use the following guidelines to specify field values:
    Finance Team

    Select the team to reassign to.

    Task Owner

    Select the member of the specified team to reassign to.

    Do This For

    Select the scope of change for the reassignment: Just This Process, This Process and Scheduled Work, or This Process and All Work.

  4. Click OK.