One of our staff members has left the office, and they were responsible for numerous tasks and subtasks. We now have a replacement, and we need to assign the new staff member as a collaborator for all tasks previously managed by the former employee. Could you share any useful tips or tricks on how to efficiently handle this?
Best,
Zmo
If you did not deprovision the former employee, you can use the advanced search to find the tasks they were assigned on or collaborator on.
If you did, depending on who did it and whether or not they accepted Asana’s suggestion, you might have a project somewhere with all their tasks.
Let me know what you did and I’ll try to help.
Thank you for the prompt response and suggested solution.
We have not yet deprovisioned the former employee. Could you please provide step-by-step instructions on how to use advanced search to locate all tasks assigned to the former employee and how to add the new staff member as a collaborator to those tasks?
You can look at the documentation online to learn how the advanced search is working 🔎 Advanced Search in Asana: Examples & Best Practices
And you can include filters on the Assignee or Collaborators.
Please note that there is a test in progress where the Advanced Search would not be accessible from the bottom of the search suggestions but instead as an icon (two toggles) at the far end right of the top search field in the app.
Let me know if you find it.