Assign an Owner to Multiple Records

The owner of a group of activity or task records is responsible for managing the work associated with those records. You can assign ownership of multiple activity records either to a person or a person group. The system may also assign ownership via workflow or an escalation process. If your administrator has set up work views, all owners of work see the work in their work view.

To assign an owner to multiple records:

  1. On the List tab in the Activities and Tasks (SP) application, click the Select Records check box at the bottom of the page. A Select Record check box opens next to each record on the List tab.

  2. Select the records to which you want to assign ownership.

Note: To select a record, click the Select Record check box. To cancel a selection, clear the check box. To select all records in the result set, select the check box next to the column header.

  1. From the Select Action menu, select Select Owner, or in the Toolbar, click Select Owner to open the Select Owner dialog box.

  2. In the Select Owner dialog box, click either the Person or Person Groups tab.

  1. Select an owner or owner group and click OK.

Note: When you assign ownership to multiple activity records, their status changes to QUEUED. (The exception to the status change is when the status is RESOLVED before an owner is assigned. In this case, the status does not change.)

See Also

Take Ownership of Multiple Records