Plankwork
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How to use this manual

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Foundation

The board

Views

People and delegation

Time and money

Reports

AI

Your account and organisation

Service Desk

Administration and company IT

Reference

Deactivating people and handing over their work

When someone leaves, you need their access gone the same day, their history kept, and their open work moved to someone who can finish it. An Admin can switch a person off without deleting anything, and an Owner can hand over whatever they still hold.

Deactivating ends a person’s sign-in and frees their seat. Reactivating brings them back as they were. Closing an account for good erases their personal board. The hand-over moves their open tasks, delegations, goals and other responsibilities to a replacement.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.