How Do I Best Transfer Work Between Employees In Workload?

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

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