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Reassign Tasks to 3rd-Party Task System in Bulk

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After your organization configures its 3rd-Party Task Systems integration, users with Owner privileges can reassign existing tasks in your Greenhouse Onboarding account in bulk to a 3rd-Party task management system.

 

Reassign Onboarding Plan Tasks 

To assign all future Onboarding Plan tasks to a 3rd-Party Task System, click the Settings tab from the navigation bar. 

Expand the Onboarding Plan section on the left-hand panel and select Tasks.

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Click Bulk Select and select tasks from the list by placing a check in the box to the right of the task name.

Note: Additionally, you can use the Filter panel to narrow down the list of tasks.

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Click Bulk Actions when finished.

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Select Reassign Task from the subsequent dialog box.

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Use the assignee dropdown menu to select a 3rd-Party task management system.

Click Reassign.

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Reassign Already Assigned Tasks 

If you have already assigned tasks to a user profile, but now want those tasks to go to your 3rd Party System, you will need to bulk reassign already assigned tasks. 

Click the Tasks tab from the navigation bar and click Bulk Select from the subsequent page.

Note: Additionally, you can use the Filter panel to narrow down the list of tasks.

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Select Tasks from the list by placing a check in the box to the right of the task name. 

Click Bulk Actions when finished.

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Click Reassign from the subsequent dialog box.

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Use the assignee dropdown menu to select a 3rd-Party task management system.

Click Reassign.

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