Allow global reassignment of records and tasks when employee leaves
J
Jeff Eusebio
If an employee leaves, there is no way to globally find everything assigned to them and move it to a new employee. If the employee is deleted, everything becomes unassigned. Records can be updated in bulk only at the App level currently, which is ok for early or small installs, but once we get going, it's going to be way too easy to find important things falling through the cracks.
Canny AI
Merged in a post:
Functionality for a new user to inherit an old user's projects, tasks, etc.
Jess Lopez
As a workspace administrator who also handles employee onboarding and exiting, I would like a way to have the newly invited user inherit all Projects, Dashboards, Tasks, etc., from a user who's exiting the Workspace. This will ensure a smooth transition when onboarding a new user to the team and will lessen the heavy lifting of having to manually assign the new user to the previous user's projects, tasks, etc.
J
Jeff Eusebio
I found I can move the employee to a Guest, which frees up their license, and leaves things assigned to them rather than becoming unassigned, which helps.