Locate the task you want to reassign and click the middle Action button. This is the "View History" button.

Click the dropdown of the Assignee and locate the new Assignee.

Click the name of the Admin that you want to make the new Assignee

Use the Assignee filter to search for the admin that was just reassigned the task.

Once you locate the task, you can click into the View History action button once more.

You are then able to verify the assignee change and the new assignee will have received an email notification to alert them of the task they are now assigned.

This guide provides a straightforward process for reassigning tasks within the Brokerage Engine platform, ensuring that team members can effectively manage their workloads. By following the steps outlined, users can quickly and efficiently delegate tasks to the appropriate individuals, enhancing collaboration and productivity. Whether you are new to the platform or need a refresher, this guide simplifies the reassignment process, making it accessible for everyone.

How to Reassign a Task