What is it?

When you do a bulk re-assignment of CRM records from one assignee to another, you can now optionally choose to reassign the record's associated incomplete tasks to the new assignee as well.

Why does it matter?

When you need to change assignments of tasks in bulk, such as when an employee leaves the company or moves into another role, this can be cumbersome and take up time. Now, when you're changing who is assigned to a CRM record, you can make sure that the new assignee becomes responsible for any work that the previous assignee was assigned to do.

How does it work?

When using the Bulk Assign action on the CRM Index page you will see an optional checkbox to reassign all incomplete tasks as you perform the action.

Who gets it?

All hubs and tiers