Bulk Assign and Swap Assign are designed to simplify and expedite the process of assigning tasks in the unit development timeline. Whether you need to assign multiple tasks to a single contact or seamlessly swap assignments between contacts, these features have got you covered.
Bulk Assign: Assign Multiple Tasks in One Go
Step 1: Select Tasks
Navigate to the development timeline of the specific unit to which you are reassigning tasks and select the tasks you want to assign. By checking the boxes next to the tasks, you can choose one or more tasks for bulk assignment.
Step 2: Click 'Bulk Assign'
After selecting the tasks, select 'Bulk Assign' at the top of the unit timeline.
Step 3: Choose a Contact or Team Member Role
In the pop-up window, select either the contact to whom you want to assign all the selected tasks, or the Team Member Role who will be responsible for these tasks. Keep in mind that more than one person may be assigned to a single Team Member Role, and that the assignees to those roles can vary unit to unit.
Step 4: Confirm and Reassign
After choosing the contact or role, confirm your selection and click the 'Reassign Tasks' button. The selected tasks will now be assigned to the chosen contact or role in one efficient operation.
Swap Assign: Effortlessly Swap Task Assignments Between Contacts
Step 1: Access Swap Assign
Navigate to the unit development timeline of the specific unit to which you are reassigning tasks and select the 'Swap Assign' feature located above the timeline.
Step 2: Select Source and Target Contact or Role
Choose the contact or Team Member Role whose tasks you want to reassign (currently assigned to) and the contact or Role to whom you want to transfer the tasks (reassigned to).
Step 3: Confirm and Execute Swap
After selecting the source and target contacts or roles, confirm your choices and click 'Reassign Tasks'. All tasks originally assigned to the source contact or role will now be seamlessly transferred to the target or role.
Conclusion: Enhanced Task Assignment Efficiency
SiteZeus's Bulk Assign and Swap Assign features empower you to manage task assignments with unprecedented efficiency. Bulk Assign simplifies the process of assigning multiple tasks to a single contact or role, while Swap Assign allows you to effortlessly swap assignments between contacts or roles, streamlining project management and ensuring tasks are in the hands of the right individuals.