Reassign Actions

As an action administrator, you can reassign outstanding actions from one user to another, which is useful for managing workflow and ensuring that tasks are completed even when contacts leave your organization.

To reassign actions:

1. Go to the Administration Zone and enter Manage Actions in the Search Admin Zone field.
2. Click the Manage Actions link that displays.
3. On the Manage Actions screen, click to display all outstanding actions.
   If you receive a large number of results, use the filters to narrow down the results to the ones you are interested in. For example, you can filter by entity record or the contact that actions have been passed to.
4. Select the check box of each action that you want to manage.
5. Click Reassign.
6. On the Reassign Selected Actions dialog box, use the list to select the person that you want to reassign the selected actions to.
7. Click Apply.
   The person that you selected to reassign the actions to is notified via email.