Articles on: Checklists & Tasks

Reallocate a Task

A task can be reallocated in any period that has not yet been completed (ie. The current month end and any future months). You can reallocate either the tasks preparer, reviewer, or both.

To reallocate the task, go into the month / day you want the change in allocation to begin from.

On the relevant task, select from the drop down menu who you would like the task to be allocated to.

Any change in preparer or reviewer will be applied to all future periods, however no previous periods will be impacted.

All changes made to the assigned preparer or reviewer will be captured in that tasks audit log. Read more about task audit logs.

Updated on: 22/06/2023

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