When a Job Owner wants to change the Resource that the task has been assigned to.

The task will be in either 'Requested' or 'Booked in' status still

Step-by-step guide

  1. Go to the task details page
  2. Click on the 'Edit' button
  3. In the task 'edit' page select a different Resource from the drop down list
    Note: if you need to assign a new resource useĀ Assign Task to a New Resource
  4. Then click 'Save'
    The task will now be at status 'requested' and move to the requested task list. The new resource will be sent an email to accept the task.