Change assignee roles at any time (only allowed when creating a project)
N
Nici Ferreira
Currently, roles can only be assigned when a project is first created. If roles need to change later, the only option is to replace an assignee task by task or replace another person assigned completely.
What we’d like instead is the ability to select or reselect a person for a specific role at any point in the workflow, without replacing existing assignees. This would allow:
- One person to hold multiple roles when appropriate
- Roles to be assigned later if they weren’t set up at project creation
- Easy reassignment of a role without disrupting other task assignments
The limitation we’re running into is:
- If someone is already assigned somewhere in the project, we can’t assign them to replace another role
- If one person was initially assigned to multiple roles, and later we want to split those roles between people, it becomes very time-consuming
- Changes require manually updating individual task assignees, which is inefficient for larger or recurring projects
A role-based assignee option at any time would significantly reduce manual rework and make workflows much more flexible as projects evolve.
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A
Andrew Terry
YES!!! What they said.
C
Cindy Smith
This is DESPARATELY NEEDED!!! We frequently move tax prep work to other preparers, and have to reassign specific tasks one at at time. It's costing us hours. We cannot use the "bulk reassign" because there are other tasks we don't want to reassign. Need to be able to choose multiple tasks for a specific project, and assign it to someone else. Please please please add this feature to Financial Cents!