Changing Ownership / Assigning Tasks

Work order task assignment is done by changing task ownership (i.e., the regular Salesforce Owner field). Tasks can be reassigned from multiple locations:

From Task List Views

This method is used to assign a task from departmental task lists or the My Tasks list view. It supports single and bulk task reassignment.

1. Go to App Launcher → Work Order Tasks, or access it from the home page or top menu.
2. Select the relevant list view (e.g., Engineering, My Tasks, etc.).
3. Identify tasks to reassign.
4. Click the drop-down on the right side of the task and select Change Owner, or:
5. Use the checkboxes on the left to select multiple tasks.
6. Click the Change Owner button above the list.

From Task Details

This method is typically used when viewing task details.

1. Open task detail view.
2. Use either the Change Owner action in the top right, or:
3. Click the icon next to the Owner field to edit.
4. Select the target queue or user.
5. Confirm by clicking Change Owner.

From Work Order Execution Chart

Ownership can also be reassigned from within the work order execution chart:

1. Open a work order or any of its tasks, then navigate to the Execution Chart tab.
2. Make sure the view is set to Kanban or List mode.
3. Make sure the view is set to Kanban or List mode.
4. Use the Change Owner option from the drop-down menu at the bottom of the chart.
5. Select the new owner in the dialog box:
   • Both queues are users are displayed in the drop-down (queues are marked with a (queue) suffix),
   • Only queues that can hold Work Order Tasks are displayed,
   • Only users with Salesforce or Salesforce Platform License are displayed (i.e., system users are excluded).
6. Confirm by clicking Change Owner.

Using the Assign Action

Nextian provides a custom Assign action that functions like Change Owner, but offers a more user-friendly interface for task reassignment.