Reassigning and delegating tasks in Effivity

Posted By Effivity Team

on Jun 19, 2026

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Reassigning and Delegating Tasks in Effivity

ABSTRACT

This guide explains how Administrators can reassign pending workflow tasks using the Active Process List available on the Dashboard. Reassignment helps transfer task ownership to another authorized user when the original assignee is unavailable or when workload adjustments are required. Upon reassignment, the new assignee receives a notification email and can continue the workflow from the current step.

For support, contact: techsupport@effivity.com

Section 1: Accessing the Active Process List

The Active Process List provides visibility into all pending workflow tasks across the system. Administrators can use this list to monitor workflow activities and reassign tasks when necessary.

Steps

Navigate to the Dashboard.
Click Add New Chart.
Select Active Process List from the available chart options.
Click Add.
The Active Process List chart will be displayed on the Dashboard.

Figure 1: Dashboard – Add New Chart

Figure 2: Selecting Active Process List

Section 2: Viewing Active Workflow Tasks

Once the Active Process List has been added to the Dashboard, all pending workflow tasks within the system are displayed.

The list contains workflow information such as:

Workflow Name
Step Name
Assigned User
Workflow Status
Created Date

Administrators can review the list and identify tasks that require reassignment.

Figure 3: Active Process List Showing Pending Tasks

Section 3: Reassigning a Workflow Task

Administrators can transfer a pending workflow task from one user to another directly from the Active Process List.

Steps

Locate the task that needs to be reassigned.
Click the Menu icon associated with the task.
Select Reassign.
The Reassign Task window will be displayed.
Select the new user from the available list.
Click Save to complete the reassignment.

The selected task is immediately assigned to the new user.

Figure 4: Selecting Reassign Option

Figure 5: Reassign Task Window

Section 4: Delegation Rules

Task delegation within Effivity is performed through the reassignment process.

The following rules apply:

Only Administrators can reassign workflow tasks.
Only pending workflow tasks can be reassigned.
Tasks should be reassigned only to users who are authorized to perform the workflow activity.
Workflow progress remains unchanged after reassignment.
The reassigned user becomes responsible for completing the current workflow step.

Figure 6: User Selection During Reassignment

Section 5: Notification to the New Assignee

After successful reassignment, Effivity automatically sends an email notification to the new assignee.

The notification contains:

Workflow Name
Task Details
Action Required
Link to Access the Task

The reassigned task also appears in the new assignee's notification list and email will be sent

Figure 6: Task Reassignment Mail

Figure 7: Task Reassignment to new User

Section7: Completing the Reassigned Task

After receiving the notification, the new assignee can:

Open the workflow task from the notification.
Review the workflow details.
Complete the required actions.
Submit the workflow step.

The workflow continues from the current stage without interruption.

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