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Project Owners

New Feature Alert! Some of the features mentioned in this article are part of the June 2019 Release and will be available in Sandboxes and on the AppExchange on June 1st. Existing customers will be automatically upgraded to the version of TaskRay containing these features on June 22nd.

 

Every project in TaskRay has a Project Owner. Generally, when you create a new project, you are automatically assigned as the Project Owner. However, you can assign other TaskRay users or queues as the Project Owner if necessary.

 

Reassign Project Owner in Details Tab

If you would like to reassign the Project Owner, you can do so through the Project Details.

  1. In the left sidebar, double click on the project. Alternatively, hover over the project that you want to reassign and click on the More Actions icon that appears.
  2. Select Edit Project.
  3. This will open the Project Details. Click on the lookup icon next to the Owner field.
  4. Search for the TaskRay user that you want to reassign the project to.
  5. Click Save or Save & Close.

new_project_owner__1_.png

 

Reassign Project Owner in Team Tab

It is also possible to reassign the Project Owner from the Team tab within Project Details.

  1. In the left sidebar, double click on the project. Alternatively, hover over the project that you want to reassign and click on the More Actions icon that appears.
  2. Select Edit Project.
  3. This will open the Project Details. Click on the Team tab.
  4. The Project Owner can be identified by the PROJECT OWNER label next to his/her name.
  5. Click the Change Owner link to display the Transfer project ownership field.
  6. Search for the TaskRay user that you want to reassign the project to.
  7. Select the TaskRay user to save the changes and reassign the project.

change_owner__1_.png

 

Reassign Project Owner in Customer Onboarding Kickoff Flow

If you are using the TaskRay Customer Onboarding Kickoff Flow to create new projects, you will also have the option to reassign the project owner as part of the project creation process. You can read more about the TaskRay Customer Onboarding Kickoff Flow in this support article.