How Do I Best Transfer Work Between Employees In Workload?

Transfer work to another employee

In the workload space transfering work from one employee to another can be done in the matter of seconds. To transfer work:

  • Navigate to to the workload space

  • Click on the member's name to expand the row to see work plans

  • Click on work plan you want to transfer

  • Use the name drop down to reassign to the new member

Note: Add Member box will appear if the member is not currently a member of the project. You will need to click add to continue

  • Click done on the work plan

The work plan will show on the new member

Watch a video

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