Segmentation to reassigning resources of deleted user

It would also be nice to be able to segment what resources you want to reassign. For example, I'd want to reassign the person's tasks, but I may not want to reassign the person's Reports, Dashboards, etc.

Currently it is reassign everything or reassign nothing.

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Spot On Innovative Approach Stellar Advice

Hi Matt Karaffa, welcome to the Community!

Thank you for your feedback, one way to work around this would be reassigning all before deleting the user but I do understand this might also bring more manual work. 

I've passed on your suggestion to the team👍🏼

Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Cansu Wrike Team member Become a Wrike expert with Wrike Discover

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Spot On Innovative Approach Stellar Advice

Cansu

While reassigning prior to deleting is an option, I still think there will be times in which admins want to use that functionality but don't realize all the other stuff someone might've created. So, I could inadvertently add/reassign a bunch of reports, dashboards, calendars, etc. to someone that doesn't want it. So, even segmenting those out as individual checkboxes might make admins more aware & cautious of that.

What would be the most effective way to create or filter down a view for all active & deferred tasks of an individual team member? I don't see the advanced filtering from the Space level yielding a list of tasks, just folders. I cannot see another person's To-Do list. Creating a dashboard of their assigned tasks could work, but I wouldn't have the bulk edit functionality from that view/module. Any suggestions?

 

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Spot On Innovative Approach Stellar Advice

Hi Matt Karaffa, thanks for getting back to me!

I'd suggest creating a Custom Report, if you are looking to see only one user's tasks you can select the assignee from filters or if you want an overview of all users' tasks you can choose to group by assignee option.

Could you please let me know if this helps for now? 

Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Cansu Wrike Team member Become a Wrike expert with Wrike Discover

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