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How to re-assign user assignments

If you need to change a number of assigned steps from one person to another, you can easily do that.

Changing assignments within one checklist run

If you want to reassign several steps within a checklist run, there is a page specifically do this. Click the gear icon at the top of the checklist page and then More Actions for the assignments page where you can update assignments in bulk for that checklist run.

Changing assignments across checklist runs and departments

Let’s say person A is leaving your firm and you want to transfer that person’s assignments in Manifestly to another person or people in your account. There’s an easy way to do that.

Updated on June 1, 2022

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