CA Practice Management Software | CA office management Software

Easy Compliance Help - Activity Transfer

In this section, the steps to transfer an activity by an employee to another is explained.

Transfer Activity to Another Employee

An activity assigned to an employee can be viewed in the respective employee's dashboard.

The activity can be transferred to another employee performing the same Role.

To transfer the activity, in the Activity Dashboard, click the Transfer button.

Activity Transfer button

In the pop-up window that opens, select the Employee Name to whom the Activity may be transferred. Click Save.

Activity Transfer page