There are several places where you can reassign work and its tasks to a colleague. One way to reassign work and the tasks is to do this within your work view. Go into the options menu of that work, and select Assign to colleague.

This will bring up a modal that allows you to reassign the work item to your colleague and also choose if you'd like all the tasks and any notes that are present in that work item to be reassigned as well.


You can also do the same within your To Do View and the Work itself. Much like the Work View where a modal was pulled up for you to reassign the work, tasks and any notes, this will also occur when reassign in the To Do view and the Work item.

When a colleague leaves the practice, there is a mechanism for reassigning all of their work to someone else in bulk.

If you have a large number of work items that need to be reassigned, Karbon offers consulting services to help you do so. Please reach out using the chat option in the Help & Feedback menu in your account.

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