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Planview Customer Success Center

Transfer Cards Between Workspace Members (Resource Substitution)

If a member can no longer do the work he or she is assigned to, work can be transferred to another workspace member by assigning all of those unfinished cards to the designated workspace member. The transferred cards are automatically assigned to next workspace member.

To transfer cards between workspace members:

Workload Image 1.png

  1. Click the tool selector Tool selector.png in the top navigation bar, and select Workload to open the Workload tool.

    Workload Image 2a.png

  2. Select the member you want to transfer cards from.
  3. In the detail pane that appears, click the workspace you want to initiate the transfer from.
  4. Click Transfer assignments.

    Workload Image 3.png

  5. Select the new assignee.
  6. Click Transfer.
  7. Notifications are sent to the new assignee.

 

 

 


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