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Transfer ownership of tasks from original author

8 comments

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    Stephen

    Hey, you can ask her to build a Dashboard based on tasks 'assigned' to her.

    She can then view this Dashboard in the List View by selecting the options button (three dots) on the Dashboard Widget itself and mass actions and reassign to the new user, or to you.

    Let me know if this helps 🙂

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    Steve Swart

    Perfect - thank you, sir!

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    Curtis Comer

    There is now a setting called Ownership on the right pane of a Project where you can add as many owners as you want and delete them as well. I was searching for this option a few weeks ago and I would swear it did not exist at the time. I am not sure when this became available but I still can't find anything about it if I do a search....

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    Lisa

    Hi Curtis Comer, happy to see you on the Community 🙂

    Project owners have been there in Wrike for a while, here's more info on our Help Center: https://help.wrike.com/hc/en-us/articles/209603489-Projects#attributes

    Please let me know if you have any questions! 

    Lisa Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Brandy Roberts

    I also am looking for a way to transfer ownership of a task, although for different reasons.  An HR assistant created a task that has been delegated to a manager.  The original owner has access to the task even though she's no longer on it and it's in a folder she's denied permissions to.  I'd like to keep the task and more importantly, the comments intact and remove her from updates to maintain manager notes private to the manager.

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    Lisa

    Hi Brandy Roberts, thanks for reaching out. I'm raising a Support ticket for you, someone from the team should be able to advise. You'll get a notification soon! 

    Lisa Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Donna Goodwin

    If we have an employee leave the organization and they are the owner of spaces, folders, or projects how do we transfer that ownership to another user?

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    Hugh

    Hey Donna Goodwin, and welcome to the Community!

    When you delete a user from the Workspace, a pop up appears that asks you to transfer this data to another user. This includes all projects/tasks created, owned, or assigned to the deleted user. If the deleted user is an admin of a space, the successor will be made admin of this space as well. You can read more about what happens when data is transferred in this Help Centre article.

    Hope this helps! If you have any other questions, be sure to let me know.

    Hugh Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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