I realize this is the Team Onboarding forum, but hopefully someone will have some guidance for our team. I work in a team that’s currently using the free tier of Asana. We recently had a team member decide to transfer to a different department within our organization. That new dept does not use Asa…

Hi @Daniel_Bishop , I know there is a way to offboard someone and have all their “previously assigned tasks” in a project, but I would doubt that option is available for the free tier. Also, this would remove her account. I was thinking about using advanced search , but that is not available for the…

Hi @Daniel_Bishop , make sure you refer to this great post by @Larry_Berger_lpb : [image] Remove/Offboard/Deprovision (or Pause) a User from an Organization, and what to do beforehand Forum Leaders tips Before you remove a user from your organization it’s good to take sever…

Thank you both! This is good info.

I’d second what @Jan-Rienk said. Alternatively, you could assign her a task that details it out and the simplest way would be to re-assign all her tasks to someone else: Select all your tasks in My Tasks Assign all tasks to [someone on team to disperse tasks appropriately] Have new person triage t…

Team offboarding? (Employee transferring to new dept)

Asana Community Ask the Community

Richard_Sather 11 August 2024 11:52 3

Hi @Daniel_Bishop, make sure you refer to this great post by @Larry_Berger_lpb:

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Team offboarding? (Employee transferring to new dept)

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