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Reassigning Activities

There are 3 ways of reassigning Activities in FI Works. 

Reassigning One Activity From the Activity Page

  1. Use the Assigned To field to change the assignment
  2. Click Save or Save and view my queue in the toolbar

Reassigning One Activity From Activity Queue

  1. Click on a single check box by the activity that you want to reassign.
  2. The Tracking tab will be displayed at the bottom of the page
  3. Use the Assigned To field to change the assignment
  4. Click Save or Save and view my queue in the toolbar

Reassigning Multiple Activities From Activity Queue

  1. Click on multiple check boxes by the activities that you want to reassign
  2. Enter the name of the person that you are assigning the activities to
  3. Click Reassign All