Mass Reassign Users and Tasks on Matters

Managers and Admins can reassign tasks in Litify from the Litify Setup app. 

 How to Reassign Task Ownership 

  1. Log in to Litify.
  2. Navigate to App Launcher > Litify Setup.
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  3. Choose the Current User that owns the tasks you must reassign.
  4. Choose a New User to own the reassigned tasks.
  5. Tasks owned by the Current User populate in the table. Select all tasks you want to reassign.
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  6. Select Update to reassign tasks.

 

Additional Considerations


Completed tasks do not get reassigned.
 Only default matter tasks that are assigned to a matter team role are reassigned to a new user, so make sure you define a matter team role on all default matter tasks. 

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Additional docs:
Add a Default Matter Task to a Matter Plan
Create a Default Matter Team





 

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