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From Sustainability Program, you can create data collection tasks to assign workspace members to prepare and approve metric values for Environmental, Social, and Governance (ESG) or sustainability reporting. You may need to update these assignments throughout a reporting year or as part of a roll forward to a new year, such as based on personnel changes or members' workloads.

Tip: When you add a reporting year to Sustainability Program, you can select whether to roll forward the current year's metric assignments. If you roll forward assignments, you can also select whether to advance their due dates accordingly.

Edit metric task assignments

To reassign a metric task to another workspace member:

1. From Sustainability Program, select the metric with the tasks to reassign.
2. Select the Program year and collection period to reassign.
3. In Tasks, select the task to reassign:
   • To reassign only one task, select Edit from its menu.
     
   • To apply the same assignment details to multiple tasks, select them in Tasks, then select Edit from Manage tasks.
     
4. Adjust the assigned workspace members, their due dates, or instructions as necessary, then click Update task or Update all.

Note: If you edit the assignment details of a value with an In progress task, choose whether to notify the assignee and approvers of the change.

To learn more, view Collect values for Sustainability Program metrics.

Edit multiple metrics' task assignments at once

From Find and replace, you can update the assignments for multiple Program metric tasks at once. For example, with Find and replace, you can:

• Replace a specific assignee, approver, or due date
• Update multiple tasks to the same assignee or due date regardless of their current assignment
• Remove an approver from tasks or replace the tasks' full approval workflow
• Add, remove, or replace text within tasks' instructions

Note: You can update tasks only when they aren't yet Completed.

To update task assignments in bulk:

1. From Sustainability Program, open Find and replace:
   • To update tasks for multiple topics' metrics, select Program overview in the outline, then click Find and replace, and select Task details.
     
   • To update tasks within the same topic or metric, select the topic or metric in the outline, then select Find and replace, Task details from its menu.
     
2. In Find, select the year and reporting period of the tasks to update.
3. To find the tasks to update, apply additional filters based on their criteria — such as the Assignee or Approver to replace — and click Find.
4. In Results, select the tasks to update.
5. In Replace, change the tasks' assignment details as necessary.

   Tip: To add an approver or update tasks' approval steps, select Replace all.

   • Add or remove
   • Replace
   • Replace all

   To remove an approver, or to add or remove text within their instructions:

   1. In Change, select whether to Add or Remove within the tasks' assignments.
      
   2. In Field, select whether to:
      • Add or remove the tasks' instructions
      • Remove a specific approver
   3. Specify the approver or instruction text to add or remove for the tasks.

      Note: When you add text to Instructions, it appends to the end of the instructions.

   4. Click Update all.

   To replace a specific assignee or approver, a due date, or text within the tasks' instructions:

   1. In Change, select Replace.
      
   2. In Field, select whether to replace the tasks' assignee, approver, due date, or instructions.
   3. Specify both:
      • The current workspace member, date, or text to replace
      • The new workspace member, date, or text to use instead
   4. Click Update all.

   To replace the tasks' full approval workflow, or to update their assignees, assignee due dates, or instructions to the same entry:

   1. In Change, select Replace all.
      
   2. In Field, select whether to replace the tasks' approval steps, assignees, assignee due dates, or instructions.
   3. Specify the new approval steps, assignee, assignee due date, or instructions to use instead.

      Tip: To learn more about how to set up the tasks' new approval steps, view Manage approvals of Sustainabiity Program metrics.

   4. Click Update all.

Tip: To learn more about Find and replace, view Find and replace details of Sustainability Program metrics or tasks.