Transfer ownership of tasks from original author
Hello-
We have a project manager moving to a different division within the company and I need to transfer ownership of her in-process tasks so that she does not continue to get email updates regarding those projects rather they go to the new project manager, or at least to me instead. Is there a way to do this as an admin, or a way that she can transfer ownership from her current login?
Thank you,
Steve Swart
Outreach, Inc.
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 🙂
Perfect - thank you, sir!
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....
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 Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
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.
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 Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
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?
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.
Any update on this proposal? I also need to be able to transfer ownership of tasks. If there is a way to transfer ownership when someone is deleted, I would hope that feature can be utilized for this as well.
I misspoke in my previous submission. I need to be able to change the author of a task.
Hi Loren Markle, just FYI that we have a similar Product Feedback thread here where project ownership is discussed. We don't have updates at the moment and the status remains "Not planned". At the same time, I'll share your feedback with our team.
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover