When a team member leaves your firm, you’ll need to reassign their open tasks, active workflow steps, and contact ownership to ensure nothing falls through the cracks. This article covers what you can do yourself and when to contact support.

Before You Remove the User

Important: Complete as many reassignments as possible before deactivating or removing the user. 
Some actions are significantly easier while the user is still active in the system.
 

Bulk reassign contacts (Assigned To)

1. Go to the Contacts page.
2. Click the Filter button, select Assigned To, then Add Filter, and choose the departing user.
3. Once the list loads, check the box next to Name to select all contacts.
4. Click Bulk Actions > Update: Assigned To and select the new user.

💡 Best Practice: If you don’t have a direct replacement yet, use Bulk Actions to tag these contacts (e.g., “Reassign-Pending”) so you can filter and update them later.
 

Reassign workflow template steps

If the departing user was assigned to steps in any workflow templates, those templates will be marked as “Requires Update” after the user is removed.

1. Go to Settings > Workflows.
2. Filter for templates marked Requires Update.
3. Open each template and reassign the affected steps to an active user.
    

After the User Is Removed

Finding and reassigning open tasks

After a user is removed, their name will no longer appear in the Tasks view filter. To find their open tasks:

1. Go to Reports and create a Task Report.
2. Apply filters: Assigned To is not for each active user. This isolates tasks assigned to the removed user.
3. From the report results, bulk update tasks to a new assignee.

Requesting Bulk Reassignment from Support

If the volume is large, the Wealthbox Support team can perform a bulk reassignment on your behalf. 
Please email support@wealthbox.com with:

• The full name of the removed user.
• The full name of the user who should receive the reassignment.
• Whether you want this done immediately or at a specific date/time.
• Whether the reassignment should cover tasks, workflow steps, or both.

Frequently Asked Questions

Q: Can I reassign tasks or workflow steps to multiple users at once?
A: Not inside the interface; however, you can request a bulk task or workflow step reassignment from the support team.

Q: What happens to completed tasks assigned to the removed user?
A: Completed and historical tasks remain in the CRM and can still be viewed and filtered for reference. They are not deleted when the user is removed.

Q: What happens to workflow steps that were in progress?
A: Active workflow steps remain open. You can reassign them manually from the contact’s workflow view, or ask support to perform a bulk update.

Related Articles

• What are the common questions and best practices when removing a user?
• How do I add, remove, or replace Users in Wealthbox?
• What happens to workflow steps when a user is deactivated or removed?

Still need help? Contact support@wealthbox.com.