Reassign tasks

Administrators can reassign owners for tasks when a user leaves the organization. This process is used to ensure activities are completed. You can also use this process to clean up uncompleted tasks after you migrate a new property to your database.

To reassign tasks

  1. Navigate to Amadeus Settings and click Reassign Owners.
  2. Select the Task tab.
  3. Select one of the following:

    • Assigned To
    • Migrated Assigned To
  4. Use the following options to filter the records as needed. To update all records, leave these fields blank.

    • Type

    • Status

    • Starting Due Date

  5. Click Search.
  6. Select all the tasks to reassign.
  7. Select a new Assigned To owner.
  8. Click Update Owners and then click Yes to confirm.
  9. Click Audit/History to view the progress of the updated records.
  10. Click the log entry number to view all updated entries and to download the CSV file of changes.

    If your property has custom validation rules, some records might not update. If necessary, you can manually update those records.

To mark incomplete tasks completed

  1. Navigate to Amadeus Settings and click Reassign Owners.
  2. Select the Task tab.
  3. Select one of the following:

    • Assigned To
    • Migrated Assigned To
  4. Use the following options to filter the records as needed. To update all records, leave these fields blank.

    • Type

    • Status

    • Starting Due Date

  5. Click Search.
  6. Select all the tasks to mark complete.
  7. Select the Completed checkbox.
  8. Click Update Owners and then click Yes to confirm.
  9. Click Audit/History to view the progress of the updated records.
  10. Click the log entry number to view all updated entries and to download the CSV file of changes.

    If your property has custom validation rules, some records might not update. If necessary, you can manually update those records.