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How to reassign Tasks and Messages

When your process changes, or an individual's role changes, you'll likely want to reassign the Tasks and Messages Dado sends to the newly responsible individual. This article explains how you can do this.

Contents

How to reassign tasks/messages in just one person's experience

You might want to do this when:

  • An employee's manager is temporarily unavailable, and someone else will be covering for them.

In this situation, you just need to change who's filling this supporting actor role, in this particular employee's experience

  • Go to the Experience page in Dado and scroll down until you see the Participants' table
  • Find the individual employee whose experience you need to change, and click on their name
    • By default, this table will list the name of the participants in experiences. So if you need to change Jane Doe's manager, look for Jane Doe in the table
  • A new screen will appear showing you this employee's experience. Click on the person icon in the left hand bar to open the Supporting actors and dates section.
  • On this tab, you'll see dropdowns for each supporting actor. Click on the actor you want to re-assign and select the new person who should be in that role
  • Click the blue Save changes button at the bottom right of the screen.

This will NOT resend any Tasks/Messages that have already been sent out to the person previously in this role.

You can use the Resend button to resend any relevant Tasks/Messages after reassigning this role. More information on the Resend button.


How to reassign tasks and messages to a new supporting actor

You might want to do this when:

  • Responsibilities shift between departments – eg a particular task used to be done by HR but now it's done by Office Managers.

If the same role is just being filled by a different person, you don't need a new Supporting Actor. Edit the existing one instead: see the section below.


This change needs to be made on the overall experience level:

  • Go to the Experience you want to change, and click on the Edit button on the top right, which takes you into Edit Mode
  • Click on Timeline in the navigation on the right

  • Above the Timeline, you'll see a list of the existing Supporting Actors. Click on the blue Manage link


  • A sidebar will appear. Click Add supporting actor, and set up your new supporting actor
  • Close the sidebar once you've finished make this new supporting actor.
  • Now reassign the relevant Tasks/Messages from the old supporting actor to the new one

    • We recommend you start by filtering the timeline to show only the tasks assigned to the old supporting actor. Do this by hovering over the old supporting actor's name and clicking the eye icon


    • Click on each Task/Message that should be reassigned to change it. Click on the Edit link in the Sender and Recipient or Assignee and Sender section on the left-hand side of the window.


    • Click on the new supporting actor you just created. Don't forget to select the channels where notifications should be sent.


    • Click on the blue Save button in the top right of the window.
    • When you've updated the assignees for all relevant Tasks/Messages, save the Experience by clicking the Save changes link in the bottom right.
    • If you've unassigned all Tasks and Messages from this Supporting Actor because they no longer play a role in this process, you might also want to Archive them.

This will NOT resend any Tasks/Messages that have already been sent out to the old Supporting Actor. If you want to do this, we recommend you resend the relevant Tasks and Messages once they have been reassigned to the new actor.

How to change who fulfils the role of a particular supporting actor, for all experiences going forward

You might want to do this when:

  • A new team member takes over responsibilities from another employee – eg a new HRBP starts work.
  • A Supporting Actor that was a team (eg the IT team) has a new shared email address
  • You have task(s) which are always done by a particular individual (eg it's always Babatunde running this training), and you set up a 'Babatunde' supporting actor. But now the person who does those tasks has changed (eg Babatunde has handed over training responsibilities to Elena), and you need a new supporting actor.

You can do this yourself by editing the Supporting Actor, even after your Experience has launched. You can change the person, the profile field, the Slack channel or the rules, or switch to a different Supporting Actor type. When you save, choose whether the change applies to all active experiences or only to experiences started from now on.

Full instructions: Editing an existing Supporting Actor.

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