Edit/reassign assignees (reviewers)

Depending on your user roles and the type of task, you can edit/reassign assignees (reviewers) for an in-progress or future task.

• Add a new group
• Edit assignee(s) in an existing group
• Remove a group

Add a new group

New groups can be added to review tasks at the start of the submission or mid-review. They cannot be added to property update tasks, certification tasks, or other non-voting tasks.

1. In the task panel, click "Edit" next to the assignees' avatars. You can also click the task count next to the progress bar.
2. In the modal, click "Add groups".
   
   
3. Select the group(s) you’d like to add.
4. Click "Add group(s)".

The new group will be added to the task, and you can add assignees as you would for an existing group.

Edit assignees(s) in an existing group

1. In the task panel, click "Edit/reassign" next to the assignees' avatars. You can also click the task count next to the progress bar.
   
2. In the modal, click "Edit assignees" for the group you’d like to edit.
   
3. Check or uncheck users as needed. You can only assign users who are not already assigned to a different group in the same task.
4. If you select more than one user for a review group, determine whether all of the assignees are required to review and vote, or if only one of the selected assignees needs to review and vote. This option is not available for property update tasks or other non-voting tasks.
   
   
5. Click "Update".
6. Click "Save and close".
   

Remove a group

You can only remove non-required groups from a review task, and only before someone from the group votes. Required groups are marked with an asterisk (*).

1. In the task panel, click "Edit" next to the assignees' avatars. You can also click the task count next to the progress bar.
2. Under the group you'd like to remove, click "Remove group".
   
3. Click "Save and close".

Related help topics

• Review a document
• See who else is voting on a job
• Viewer