When completing the investor onboarding process, you can re-assign the task to another team member.
On the Investment Deal Page you will see a link titled "Reassign to Team Member"
When you click on it, a pop-up will give you the option to select from an existing team member, or by adding a new team member. For more information on managing members, visit the help article on that subject.
Once you've reassigned the task, your team member will receive an email. If they're a new team member, they will be invited to your team and will need to create an account on Flow. If you are reassigning the task to an existing team member, the email will direct them to open the task that has been assigned to them.
You can also assign a task to a team member while you're completing a workflow.
Clicking the button at the top right will surface the same pop-up that allows you to reassign the task to a team member. Once they receive the email, they will be directed to the task for completion.
If a workflow has multiple tasks, the team member to whom you've reassigned the task will be directed to the latest incomplete task in the workflow.