Can I reassign a task to a different team member?
Yes. Owners, Admins, and the current assignee can reassign a task to a different team member at any time, as long as the period isn't locked. Simply open the task, change the assignee, and save. The new assignee receives a notification (email and in-app) that the task has been assigned to them.
Reassignment is logged in the task's history, so you have a complete record of who was responsible for the task at each point in time. This is important for audit purposes — if an auditor asks who worked on a specific reconciliation, the history shows every assignment change with timestamps.
The task's status isn't affected by reassignment. If a task is In Progress when it's reassigned, it stays In Progress. The new assignee picks up where the previous person left off.