Reassigning tasks in bulk to a New Resource

dsmartsheetuser

Hi,

I have assigned multiple tasks to Jane, but I a new person is now taking over all of Jane's tasks. So is there a way I can bulk assign all the tasks and the sheets to the new person?

Thank you!

Andrée Starå

Hi,

You could use the search and replace in the sheet(s).

Would that work?

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

 

Mike Wilday

The fastest method would be to filter your assignee column and see all the rows currently assigned to the previous employee. Then change the first column and then drag it down to change the rest. 

Andrée Starå

Is this a one-time thing or do you want to make it simpler in the future? Do you want to update the structure of the sheets?

dsmartsheetuser

Hi Andree,

This could be a future on-going issue, based on changing of resources. 

Thank you!

Andrée Starå

Happy to help!

It could be set up with a master contact list where you'd use formulas to update the resources. 

Would that work?

Andrée Starå

Did you get it working or do you still need help?

Have a fantastic week!