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 many results appear, use the filters at the top to refine them by criteria such as entity record type, name, contact assigned to, and so on. To apply additional filters--status, priority, type, description, or entered by--click Additional Filters to open the Additional Filters pane.
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.