# How to use bulk user reassignment The bulk user reassignment feature enables users with reassign permissions to reassign multiple open tasks from one process to a different user. This is particularly useful when workload redistribution is needed or when users are unavailable to complete their assigned tasks. ## Prerequisites To use bulk user reassignment, you need: - **Reassign permissions** — You must have **Bulk Reassign** permission on processes - **Bulk reassignment module** — Your environment must have the bulk user reassignment module enabled ## Accessing bulk reassignment 1. Navigate to **Actions Menu** in the main navigation. 2. If available, select **Bulk User Reassignment**.![Navigate to Actions Menu dropdown and select Bulk User Reassignment option from the list](@/assets/guides/workflow-automation/admin-guide/actions-menu/bulk-reassignment/accessing-bulk-reassignment.png) ## Reassignment process The bulk reassignment workflow involves selecting a target process, choosing the new assignee, reviewing available tasks, and confirming the reassignment. ### Select target process Open the process selection dialog by clicking the **Select Process** button.![Bulk User Reassignment interface showing the Select Process button to trigger the process selection dialog](@/assets/guides/workflow-automation/admin-guide/actions-menu/bulk-reassignment/process-selection-trigger.png) Use the process selector to choose which process contains the tasks you want to reassign. The system shows only processes where you have **Bulk Reassign** permissions.![Process selection dialog displaying a list of available processes with reassign permissions](@/assets/guides/workflow-automation/admin-guide/actions-menu/bulk-reassignment/process-selection.png) ### Choose new task assignee Use the contact search to select the new recipient. A dialog will appear with the search result upon using the enter key or clicking the **Search** icon.![Contact search field with search terms entered to find users eligible for task reassignment](@/assets/guides/workflow-automation/admin-guide/actions-menu/bulk-reassignment/contact-search-box-with-term.png) The system displays users who have **Participate** permission on the selected process. Select the desired user from the search results and apply the selection.![Contact search results displaying selected user highlighted for task reassignment](@/assets/guides/workflow-automation/admin-guide/actions-menu/bulk-reassignment/contact-search-selected.png) ### Review available tasks The interface displays all open tasks in the selected process, including: - Request ID - Request name - Task name - Task status - Task type - Current assignee - Requester - Assignment date![Task list table displaying open tasks with columns for Request ID, Request Name, Task name, status, assignee, and assignment date](@/assets/guides/workflow-automation/admin-guide/actions-menu/bulk-reassignment/task-list.png) ### Select tasks to reassign Use the checkboxes to select which tasks should be reassigned to the new user. You can: - Select individual tasks - Use the **Select All** option in the table header to select all displayed tasks - Search tasks using the search bar to search by request ID, request name, task name, current assignee, or requester ### Confirm reassignment Review your selections and click **Reassign Tasks** to complete the operation. The system reassigns selected tasks to the new user sequentially and reflects this reassignment in the task history for the affected requests.![Reassignment confirmation dialog showing progress feedback and status of task reassignment operation](@/assets/guides/workflow-automation/admin-guide/actions-menu/bulk-reassignment/reassignment-confirmation.png) After the reassignment process completes, the interface provides feedback on the success or failure of the operation. You’ll see a summary of all reassigned tasks along with their new assignees.![Completed reassignment results screen with export log option button for downloading reassignment history](@/assets/guides/workflow-automation/admin-guide/actions-menu/bulk-reassignment/reassignment-results.png) For record-keeping purposes, you can export a detailed log of the reassignment actions. Click the **Export** option to download the reassignment history in your preferred format.![Export dialog prompt for downloading the reassignment log with file format options](@/assets/guides/workflow-automation/admin-guide/actions-menu/bulk-reassignment/export-log-prompt.png) ## Permission requirements The bulk reassignment feature requires **Bulk Reassign** permission on the target process. Permissions can be granted at: 1. **System level** — Access to all processes 2. **Category level** — Access to processes within specific categories 3. **Process level** — Access to individual processes Users inherit permissions through direct assignment or group membership. For more information, refer to the [user permissions and groups](https://www.nutrient.io/guides/workflow-automation/admin-guide/users-groups-and-categories.md) guide. ## Troubleshooting - **Users not appearing in search** — Verify the user has **Participate** permission on the target process. - **No processes showing** — Contact your administrator to verify you have **Bulk Reassign** permissions on the processes you need to access. For more information on managing process permissions, refer to the [process permissions guide](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-set-roles-permissions.md). For additional task management capabilities, refer to the [managing requests and tasks](https://www.nutrient.io/guides/workflow-automation/admin-guide/actions-menu/managing-requests-and-tasks.md) guide. --- ## Related pages - [Streamline your workflow automation process](/guides/workflow-automation/admin-guide/actions-menu.md) - [Monitor workflow requests](/guides/workflow-automation/admin-guide/actions-menu/process-monitors.md) - [How to effectively manage requests in workflows](/guides/workflow-automation/admin-guide/actions-menu/managing-requests-and-tasks.md)