Tasks > Working with Tasks > Mass change of assignments


  Mass change of Firm Member assignments


To make a mass change of Firm Member assignments on tasks:

  1. Select one or more To Do's in the Tasks Index.

  2. Choose Actions > Change Assignment from the main menu to display a special version of the Select People dialog.

  3. As usual, you may use the Show options to filter the list of Firm Members available for assigning.

  4. To assign Firm Member(s) to all the selected To Do's, select those Firm Members in the list at the left and then click the > button next to the Assign list at the right. Or, drag and drop names from one list to the other.

  5. To remove Firm Member(s) from all the selected To Do's, select those Firm Members in the list at the left and then click the > button next to the Remove list at the right. Or, drag and drop names from one list to the other.

  6. If you choose to remove a Firm Member, a replacement is required to ensure that the To Do does not become orphaned. Choose an existing assignee if you do not want to add a replacement.

  7. Click OK. All the selected Tasks will be changed.

 

Related Topics

                                                                                                      

Amicus Attorney User Help (April 2024)