How to Unassign or Reassign Tasks in Bulk

When an employee leaves or changes roles, use the Unassigned User Reassignment Utility to quickly clean up their active task assignments in bulk — so nothing falls through the cracks across locations.

Plan availability: Available on all plans.

How To

1. Go to the Users page as an admin or owner.
2. Open the Actions menu for the user who is leaving or changing roles.
3. Select Reassign Tasks.
4. Review the summary showing the user's active tasks, locations, and task counts.
5. Choose one of the following options:
   • Unassign All Tasks — removes the user from all active tasks without assigning a replacement.
   • Reassign to a Specific Person — transfers all active tasks to another user.
6. If reassigning, type the replacement user's name in the Reassign To field and select them from the results.
7. Confirm your selection to apply the changes.

Note: The utility only affects active tasks at active locations. Tasks already marked as complete or N/A are automatically skipped.