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Transfer Task to a Production User

The content administrator can transfer a task (set the list of assignees) to a new set of users or groups. Once ownership is transferred, the current set of assigned users or groups is no longer associated with the task.

Follow these steps:

  1. Log in to the CA Process Automation web interface.

    CA Process Automation dashboard opens.

  2. Click the Operations tab.

    The Task List panel appears in the Links panel. The Task List displays the pending tasks on the right-pane.

  3. Select the task on the Task List pane, right-click to select Transfer.
  4. Select either the Users or the Groups tab.
  5. Enter a search criteria in the Search field.

    For example, enter the first letter or first three letters of the user name or group name to display for selection in the search field.

  6. Select one or more members in the available list and click the right arrow to move the selected member to Selected Users or Selected Groups.
  7. Repeat the search and selection steps until all of the appropriate users or groups appear in the Selected list.
  8. Click OK.

    Once the task is transferred, it no longer remains in the list of current assignees; it moves to the list of new assignees.