The procedure to reassign ownership of a housing options task is as follows:
- Using the Advanced search spy-glass (
), select Housing Options Case as the Search for and Search by category, and enter the Case ID as the search criteria 
1.
- With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Housing Options Case Details window is displayed.
- Click on Tasks. The Tasks tab is activated, revealing all tasks linked to the housing options case as a series of cards, subdivided by progression status: Pending, Open, Complete and On Hold.
- Highlight the specific card matching the task to be reassigned to an alternative owner.
- Click on Reassign Task. The Task Assignment window is displayed, revealing the individual user to which the housing options task is currently assigned.
- Using the New owner drop-down field, select the desired user account to which the housing options task will be reassigned.
- Using the Reassignment reason drop-down field, select a parameter value to qualify the circumstances surrounding the change of housing options task owner.
- Use the Reassignment notes field to add contextual data in support of the change of housing options task owner.
- Click on Save. The new housing options task owner is verified by clicking on the task card, revealing the Assigned to field.
Note
1 Additional search criteria may need to be employed (e.g. start and end date ranges, company, status) to ensure that the correct housing options case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.
See related topics...
Housing options task progression management overview
To place a housing options task on hold
Using the search facility
