Steps to Reassign an Up Sheet:
- Identify the Up Sheet
Start by locating the Up Sheet you would like to reassign.
- Scroll to the Assignee Section
At the bottom of the Up Sheet, you will find the "Assignee" section.
- Select "Reassign"
Click on the "Reassign" button next to the current assignee's name.
- Choose a New Assignee
A list of eligible users will appear. Select the new user to whom you want to reassign the Up Sheet.
- Confirm the Reassignment
Once you've selected the new assignee, click on their name to complete the reassignment.
Important Notes:
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The Activity section of the Up Sheet will automatically update to reflect the reassignment. It will display:
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Who reassigned the Up Sheet
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The date and time of the reassignment
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The new assignee's name
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By following these steps, you can easily reassign Up Sheets to the appropriate team members.