You can quickly reassign tasks in a workflow from one Blue Relay group or user to another group or user. These reassignments override the task assignees in the workflow. This is useful if you want to temporarily change the assignees or if you want to quickly change the assignees without opening the workflow editor. If you add multiple reassignments to a workflow, the first reassignment in the list will be applied to the workflow, then the second reassignment, and so on.
Note that reassignments apply to new activations of the workflow and do not affect currently active workflows.
To work with workflows, first click your profile icon to access Settings. On the Settings page, click Customize, then click Workflows.
- In the Workflows list, select a workflow.
- Click , then click Reassignments.
- To add a reassignment:
- Enter the following information.
From Select the group or user currently assigned to the task.
To Select the group or user to which the task will be reassigned.
- Click Add.
- To edit a reassignment, hover over it and click .
- To delete a reassignment, hover over it and click . Click Yes to confirm.
- Reassignments will be applied in the order they’re listed. To rearrange the reassignments, just drag a reassignment to a new position.
- Click Done.