When a staff is off-boarding and I’d like to transfer his/her data (project, section, task, sub-task…etc) and permission in Asana to another staff who’s the replacement of the off-boarding staff, how do we do this or achieve this requirement?
lpb
July 10, 2023, 3:38am
2
Welcome, @Mercy_Peng_彭筱婷 ,
Please have a look at my Forum Leader Tip on this topic, which also includes links to Asana docs, and let us know if you still have questions:
Before you remove a user from your organization it’s good to take several steps to avoid possibly losing some item access (which could require Asana Support to restore).
I couldn’t find this information in one place, and since it’s hard to remember when only periodically needed, I decided to create this as a reference.
Before removing the user, consider carrying out these steps for any items you care about:
Note: These steps are easiest to carry out if you log in with the credentials of the…
Thanks,
Larry
system
July 17, 2023, 3:38am
3
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