Assigning tasks to users in FinView's TaskDesk is straightforward and helps ensure your team is efficiently managing their workload. Here's a step-by-step guide on how to do this:

1. Select the task

From the task desk, select the ticket you want to reassign.

Select the task

2. Click here

Once in the ticket, navigate to the 'Assigned to' section in the left hand panel. Click on the pencil icon next to the name.

Click here

3. Navigate to the user list

A new window will appear which will enable you to change the task owner. Click on the user, a drop down list will appear. You can either type in the name of the user, or scroll through the list.

Navigate to the user list

4. Select the new user

Select the user you want the task to be assigned to. For this example, we have used Leroy Routes

Select the new user

5. Check the new ticket owner

As soon as you have selected the name, the task will be automatically assigned to the new user. If you make a mistake, you can also repeat this procedure.

Check the new ticket owner

This guide covered the steps to assign a ticket to another user in FinView. By following these instructions, you can easily transfer ticket ownership and streamline your ticket management process.

Darren Tebbitt
Loves rugby and tech stuff. Darren is focused on our strategic mission in scaling FinView globally.
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