We are creating a workflow for a production team. A request is submitted and is

We are creating a workflow for a production team. A request is submitted and is assigned as a task to a group. Someone within that group opens, reviews the task, selects the appropriate resource for that task and then reassigns that task to that resource. The manager who reassigned the task to the resource however does not wish to lose "track" of that task. We are wanting to use the Task Grid report so is there a way for the manager to reassign the task but keep the task in her task grid view as well? Here is how we handle it now:

1. A request is submitted - An email is generated to notify the design manager that a request has been submitted.
2. Design manager goes to a dashboard (which is a grid view of submitted requests. It has columns for ID, Title, Status, Due Date, etc.
3. Design Manager opens the request, assigns a designer (using a user field) adds any notes to the request and then Saves.
4. This generates a notification email to the assig...

OriginalPostID-90108

OriginalPostID-90108

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  • What joe said plus perhaps use the wizard header for the process dashboard that could change every time the task moves around? You can add a task report for the process on the dashboard as well.

    We like to write an audit trail of what has happened in the process to our SQL server database and display this in an ncolumn table or paging grid in a quick task on the dashboard. Helps the users understand who has done what.
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  • What joe said plus perhaps use the wizard header for the process dashboard that could change every time the task moves around? You can add a task report for the process on the dashboard as well.

    We like to write an audit trail of what has happened in the process to our SQL server database and display this in an ncolumn table or paging grid in a quick task on the dashboard. Helps the users understand who has done what.
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