Overview
When you are assigned as an author for a section or question, you can reassign the sections and questions to other authors even if you don’t have the Update Section permission. You can also add or remove authors from the existing sections/questions.
The Reassign Sections/Questions toggle must be turned on both in the Organization Settings and Project Settings to enable this option; this function won't work if turned off in either of these settings.
Once enabled, you will have an option to select only the sections that are assigned to you (any others will be disabled). You can then click on the authors list to remove or add a user.
Enabling the Reassign Sections/Questions settings
- Go to Organization Settings > Preferences > Reassign Sections/Questions and expand the Authors and Reviewers section, then turn the Reassign Sections/Questions toggle on.
- Turn the Reassign Sections/Questions toggle on in the Project Settings.
Reassigning sections and questions
Reassigning sections and questions from the Manage Users pane
- Click the three-dot Menu of the section or question you want to reassign and select Manage Users. The Manage Users pane opens, defaulting to the Authors tab.
- Click the Remove icon
to remove an author or the Add icon
to add one.
Note: If you remove yourself as an author before attempting to reassign the section or question, you will not be able to modify other authors. - Specify if you want to include a custom message in the notification, and if you want that message to be included with tracked comments.
- If you plan to send multiple notifications to the same person or team, select Queue & Notify Later so they only receive one notification. Otherwise the notification will be sent immediately.
- Click Save.
Reassigning sections back to authors
Reviewers can reject and reassign sections back to their authors by clicking the More Options menu associated with the section and selecting Reassign to Author.
- When reviewers reassign sections back to authors, the status changes from Submitted to In progress. Another email notification is sent notifying them of the section reassignment, and clicking the link in the email takes the author to the section that need their attention.
- Reviewers can also comment on the section content to provide added information regarding the review process. For more information about comments, see Using Comments to Collaborate.
- The changes made by the reviewer/reviewers can be viewed from the Activities pane. For more information, see Viewing Project Activities.
Bulk reassigning sections
You can bulk select sections or questions to add/remove authors, and reassign authors. Only the sections assigned to you will appear selected.
- When bulk updating questions, authors are updated only for the questions that are assigned to you within the selected sections. For example, if there are 50 questions in total and only 20 are assigned to you, the update is applied only for the 20 questions assigned to you.
- While bulk updating sections, if you are assigned as a reviewer to any of the questions but not as an author, you can select the section but you can't update the author.
Pending notifications queue
When new authors are added, the messages will be queued and displayed. You can select the user to notify. If you do not wish to notify a user, you can delete them.
Activities
When a user is added to an entire section, the activities will be tracked under Project activities. However, if a user is added to only few questions under a section, the activities are tracked under Question level activities.
Due date
When you update due date for a section which has questions both assigned and not assigned to you, the new due date will be applicable only for the questions for which you are an author and not for other questions, provided the Question level due date settings is turned on in Master settings. If this setting is turned off, the due date will not be updated.