Scenario:
What I am to do is review a project that is marked "Done" and if so I will then assign a new person as the PM or Project Manager
Best answer by emaynez
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How do you make someone a project manager?
Userlevel 7
Userlevel 7
If you're looking to reassign who the PM for a bunch of projects the best way to do that is by using the bulk action feature on the projects page.
Here’s that article: https://help.guidecx.com/en/articles/8458226-bulk-action-project-table
TL;DR:
- Filter to see the projects you want to (in this case all the DONE status + PM)
- Bulk edit
- Check the boxes for the porjects
- Reassign the PM
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