I am trying to transfer a bunch of tasks to another user (in CRM), but it seems to be unnecessarily complicated for something that must happen every day. My experience so far is that I can open the task and try to "assign" it to another user, but
then I get a message that that "is not possible in CRM, and by the way, your task is now disconnected from the "Regarding" person". Hmmm
The only way I have found is to
open task
change start date
change due date
save task
open contact ("Regarding")
open activities
open task
change owner
save
close all windows
delete own task
That's probably OK for 1 or 2 tasks, but not for a whole bunch. I am probably missing something here. Is there an easy way to simply assign a task as is to another user?