Managing Deleted User's Tasks in Adit

Managing Deleted User's Tasks in Adit

When a user is removed from your organization in Adit, their assigned tasks don’t get deleted. Instead, Adit reassigns and organizes them to ensure that no important work is lost. This article explains what happens to deleted users’ tasks and how to manage them.

What Happens When a User Is Deleted?

When a user is deleted from your organization in Adit:

●      All open tasks previously assigned to that user remain active

●      Adit automatically creates a new project titled: "[User Name]’s Previously Assigned Tasks"

●      This project helps you to:

             ○      Quickly access the deleted user’s tasks

             ○      Review their tasks in one place

             ○      Reassign or complete them as needed

Notes
Note: Tasks in this project are not deleted or completed. They remain open until manually updated.

Where to Find These Tasks

To access a deleted user’s tasks:

  1. Go to the Tasks module from the left navigation panel.
  2. Click on the Projects tab.
  3. Search for the project titled: "[User Name]’s Previously Assigned Tasks"
  4. Open the project to view all tasks that were previously assigned to the deleted user.
  5. Once you have located the project, here’s what you can do to clean it up: complete any finished tasks, or reassign them to other team members for follow-up.

Completing a Task

To mark a task as completed:

  1. Open the task by clicking on it from any list or project view.
  2. Click the checkbox next to the task name or at the top of the task details panel.
  3. The task will be marked as Completed, but it will still remain visible for reference within the project.

Reassigning a Task

To reassign a task to another team member:

  1. Open the task from the “Previously Assigned Tasks” project or task list.
  2. In the task details panel, locate the Assignee field.
  3. Click the current value (which will likely show as “Unassigned”).
  4. Select the new team member from the dropdown list.
  5. Changes are saved automatically.

Deleting a Task

If you want to manually delete a task, follow these steps:          
  1. Open the Task Module: Go to the left sidebar and click on Tasks.
  2. Click on My Tasks: Select My Tasks to view your personal task list.


  3. Select the Task to delete: Click on the task you want to delete (e.g., “Test”). Task details will appear on the right-hand side.


  4. Click More options: In the task detail view, click on the More (⋯) icon at the top.
  5. Choose Delete Task: From the dropdown menu, click Delete Task.


  6. Confirm Deletion: A confirmation pop-up will appear. Click Delete Task to permanently delete it.



Best Practices

●      Always review the “Previously Assigned Tasks” project after a user is deleted. This ensures tasks are reassigned appropriately.

●      Use the Unassigned Tasks filter in the Tasks module to quickly locate and redistribute work.

●      Avoid deleting tasks unless they are duplicates or irrelevant, as deleted tasks cannot be recovered.



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