How to reassign incorrectly assigned sequence tasks

When sequence tasks are assigned to the wrong users, you can reassign them using several methods depending on the type of task and your specific needs.

Bulk reassigning tasks

For most task types, you can reassign multiple tasks at once:

1. Navigate to the Tasks tab

2. Select the tasks you want to reassign by checking the boxes next to them

3. Click Assign Owner

4. Choose the correct owner from the dropdown menu

This method works for tasks like LinkedIn connections, phone calls, and other manual tasks generated by sequences.

Reassigning individual tasks

1. Open the task you want to reassign

2. Select the correct person in the Assign To field

3. Save the changes

Note: Reassigning a task only changes the task assignee — it does not change the mailbox used for any associated emails.

Limitations for scheduled emails

Mid-sequence scheduled emails (beyond Step 1) cannot be bulk reassigned and must be updated manually, one at a time. This is a current limitation of the system.

Reassigning queued Step 1 emails

1. Navigate to Dashboard → Email Backlog

2. Select Reassign Sequence Enrollments

3. Choose the correct owner

This method is useful for reassigning emails before they're sent, though mid‑sequence scheduled emails (Step 2 and beyond) still require manual, one‑at‑a‑time updates.

Using filtered lists for targeted reassignment

To make reassignment more efficient, you can create filtered lists to identify contacts assigned to specific users:

1. Create a filter to show contacts assigned to the incorrect user

2. Use this filtered view to identify which tasks need reassignment

3. Select and reassign the relevant tasks in bulk

Preventing future incorrect assignments

To avoid similar issues in the future, review your sequence and routing settings:

Check sequence task assignment settings:

• Navigate to the sequence causing incorrect assignments

• Look for the “Manually assign tasks” setting

• If enabled, all tasks will go to the selected user regardless of record ownership

• To enable owner‑based routing, either disable manual assignment or set it to assign to the mailbox owner

• Review your sequence’s Advanced Settings for task assignment configuration. Tasks are assigned based on one of these options:

  • Mailbox owner (most common/recommended)

  • The person who manually enrolled the contact

  • Record owner

Verify mailbox routing configuration:

• Ensure the sequence is configured to “use mailbox associated with the record owner” if you expect routing by owner

• Check that the intended owner has an assigned mailbox in Settings → Deliverability → Mailboxes

• Note that if the sequence uses multiple mailboxes, reply tasks can round‑robin between mailbox owners

Review Play routing configuration:

• Check your Play routing configuration to ensure tasks are assigned to the correct owners

• Review individual sequence step assignment settings, especially for manual tasks like LinkedIn connections. Each step can be configured to assign tasks to different users (e.g., “Assign to: Sender”, “Assign to: Mailbox owner”, or “Assign to: Record Owner”). When using mailbox pools with rotation, set manual tasks to “Assign to: Sender” to ensure the same user handles both the email and the manual task

• Note that changes to routing settings and sequence step assignment settings only apply to new enrollments, not existing ones

• If routing settings appear to revert unexpectedly, refresh the page to ensure you’re viewing the latest configuration

• Check your Play routing configuration to ensure tasks are assigned to the correct owners

• Note that changes to routing settings only apply to new enrollments, not existing ones

• If routing settings appear to revert unexpectedly, refresh the page to ensure you're viewing the latest configuration