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Transition Management

How do you transition work when someone leaves your organization? It is almost always a challenging situation. Do you really know what they are working on? How do you ensure nothing slips through the cracks? WorkView is the only work management platform with a comprehensive transition management solution.


Reassign work to someone else

Our transition manager gives you a complete view of every open project and task for a departing team member. You can choose whether each item should be closed out or reassigned other team members.

Reassign template ownership

WorkView allows you to transfer ownership of templates from the departing team member to someone else. This ensures that any active templates can continue to be maintained.

Access to historical records

Our transition manager allows you to assign temporary read-only access to all historical records for the departing team member.  Managers can determine specifically who has access to the activity and for what period of time.