Question

• How can I reassign a system-generated task in CRM (fka Luxor) from one user to another?

Answer

Tasks =  to-do items for salespeople using the CRM (fka Luxor) system. 

Tasks can be created in two ways:

• Automated Sales Compliance Tasks (tasks that are unable to be edited - except by the Task Manager)
• Manually created tasks

In order to build, view, manage, and re-assign system-automated tasks in Luxor, you will need access to the Task Manager security group which can be found under Admin > Security Group Management > Task Manager. You can also reach out to your CRM (fka Luxor) administrator or Sales Manager who likely has access to edit or re-assign the system-generated Tasks.

To re-assign a task:

1. Log into your CRM (fka Luxor) environment
2. Navigate to the Home page of Luxor
3. Next to Tasks, select the name of the user who is currently assigned the task from the dropdown menu
   
   
4. Once the name is selected, locate the specific task(s) that need to be re-assigned
5. You can reassign tasks one of two ways:
   1. Select the checkbox(es) next to the task(s), then click the right arrow symbol to reassign them
   2. Click on a specific task from the list of tasks and click the "Assign" button, then choose from the list of employees/users to re-assign the task to
      

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