--- title: Handling Departures and Staff Transitions description: Learn how to properly offboard users in Asana, reassign tasks, and transfer ownership of projects, rules, and integrations. --- [Skip to content](https://help.cirface.com/en/knowledge/handling-departures-and-staff-transitions#main-content) English Show submenu for translations [Submit a Support Ticket](https://help.cirface.com/en/knowledge/kb-tickets/new?hsLang=en) [![Cirface\_Blue Yellow - 1920](https://help.cirface.com/hs-fs/hubfs/Cirface/%5BCirface%5D%20Logo%20and%20Branding/Cirface_Blue%20Yellow%20-%201920.png?width=150&height=60&name=Cirface_Blue%20Yellow%20-%201920.png)](https://help.cirface.com/en/knowledge?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit a Support Ticket](https://help.cirface.com/en/knowledge/kb-tickets/new) - [Contact us](https://cirface.com/contact) [Contact us](https://cirface.com/contact) How can we help you? - There are no suggestions because the search field is empty. 1. [Cirface Knowledge Base](https://help.cirface.com/en/knowledge?hsLang=en) 2. [Asana License Management](https://help.cirface.com/en/knowledge/asana-license-management?hsLang=en) 3. [Seat & License Management](https://help.cirface.com/en/knowledge/asana-license-management?hsLang=en#seat-license-management) April 22, 2025 # Handling Departures and Staff Transitions ## Learn how to properly offboard users in Asana, reassign tasks, and transfer ownership of projects, rules, and integrations. #### Overview When a team member leaves your organization, properly offboarding their Asana account is essential to avoid losing access to important tasks, workflows, or integrations. Asana provides tools within the Admin Console to help manage this transition smoothly. --- #### Removing a User: What Happens When you remove a user from Asana using the Admin Console, you’ll be prompted to decide what happens to their work. As part of this process, Asana allows you to: - **Create a transition project** containing: - All open tasks assigned to the departing user - All recently completed tasks (for reference) - **Select a Super Admin** to receive this project - **Reassign tasks** to new owners from that project as needed This ensures no critical work falls through the cracks, and gives your team a clear, actionable view of everything that needs to be redistributed. --- #### How to Remove a User and Transfer Work 1. Go to the **Admin Console** \> **Members**. 2. Find the user you’re removing. 3. Click the three-dot menu next to their name and select **Remove from organization**. 4. In the prompt: - Opt to **create a project** with the user’s tasks. - Choose the Super Admin who will **own the transition project**. - Review and confirm the removal. Once created, the transition project acts as a centralized space to: - Reassign tasks to appropriate team members - Review completed work - Ensure accountability during handoff --- #### Handling Projects and Workflow Rules If the user you are removing: - **Owned projects**: Transfer ownership of those projects before removing them. Project ownership can be reassigned from the project’s share settings. - **Created rules (automations)**: Rules will transfer to the new project owner *if ownership is reassigned*. If this step is skipped, the rules may stop functioning, especially if they include authorization with third-party apps (e.g., Gmail, Google Calendar). ### Why This Matters: - Rules connected to third-party tools rely on the **auth credentials** of the original rule creator. - When you reassign ownership properly, those credentials are updated and reauthorized by the new owner. - This avoids broken automations and missed notifications. --- #### Best Practices - **Reassign project ownership first**, before removing a user. - **Review all rules tied to critical workflows** and reauthorize them under the new project owner if needed. - **Document offboarding procedures** for Asana to ensure a consistent, secure process for all future transitions. - Use the **transition project** not only for work handoff but also for debriefing and accountability. - [Cirface FAQs: Pricing, Training, Support, and More](https://help.cirface.com/en/knowledge/cirface-faqs-pricing-training-support-and-more?hsLang=en#main-content) - [Getting Started](https://help.cirface.com/en/knowledge/cirface-faqs-pricing-training-support-and-more?hsLang=en#getting-started) - [Pricing & Billing](https://help.cirface.com/en/knowledge/cirface-faqs-pricing-training-support-and-more?hsLang=en#pricing-billing) - [Training & Learning Paths](https://help.cirface.com/en/knowledge/cirface-faqs-pricing-training-support-and-more?hsLang=en#training-learning-paths) - [Support & Post-Implementation Resources](https://help.cirface.com/en/knowledge/cirface-faqs-pricing-training-support-and-more?hsLang=en#support-post-implementation-resources) - [Service Details & Deliverables](https://help.cirface.com/en/knowledge/cirface-faqs-pricing-training-support-and-more?hsLang=en#service-details-deliverables) - [Region & Scheduling](https://help.cirface.com/en/knowledge/cirface-faqs-pricing-training-support-and-more?hsLang=en#region-scheduling) - [Asana License Management](https://help.cirface.com/en/knowledge/asana-license-management?hsLang=en#main-content) - [License Procurement & Ordering](https://help.cirface.com/en/knowledge/asana-license-management?hsLang=en#license-procurement-ordering) - [License Onboarding & Account Access](https://help.cirface.com/en/knowledge/asana-license-management?hsLang=en#license-onboarding-account-access) - [SSO, SCIM, and Security Setup](https://help.cirface.com/en/knowledge/asana-license-management?hsLang=en#sso-scim-and-security-setup) - [Seat & License Management](https://help.cirface.com/en/knowledge/asana-license-management?hsLang=en#seat-license-management) - [Sales & Demo Resources](https://help.cirface.com/en/knowledge/sales-demo-resources?hsLang=en#main-content) - [Pre-Call Prep](https://help.cirface.com/en/knowledge/sales-demo-resources?hsLang=en#pre-call-prep) - [Product & Services Overview](https://help.cirface.com/en/knowledge/sales-demo-resources?hsLang=en#product-services-overview) - [Buyer FAQs & Decision Support](https://help.cirface.com/en/knowledge/sales-demo-resources?hsLang=en#buyer-faqs-decision-support) - [Services Onboarding](https://help.cirface.com/en/knowledge/services-onboarding?hsLang=en#main-content) - [Post-Signature Welcome](https://help.cirface.com/en/knowledge/services-onboarding?hsLang=en#post-signature-welcome) - [Kickoff Prep & Discovery](https://help.cirface.com/en/knowledge/services-onboarding?hsLang=en#kickoff-prep-discovery) - [Project Delivery & Engagement](https://help.cirface.com/en/knowledge/services-onboarding?hsLang=en#project-delivery-engagement) - [Enterprise Admin Enablement](https://help.cirface.com/en/knowledge/enterprise-admin-enablement?hsLang=en#main-content) - [Security & Compliance Controls](https://help.cirface.com/en/knowledge/enterprise-admin-enablement?hsLang=en#security-compliance-controls) - [Organization Settings & Configuration](https://help.cirface.com/en/knowledge/enterprise-admin-enablement?hsLang=en#organization-settings-configuration) - [AI Security & Compliance](https://help.cirface.com/en/knowledge/enterprise-admin-enablement?hsLang=en#ai-security-compliance) - [Migration & Upgrades](https://help.cirface.com/en/knowledge/enterprise-admin-enablement?hsLang=en#migration-upgrades) - [Training & Adoption](https://help.cirface.com/en/knowledge/training-adoption?hsLang=en#main-content) - [Executive Visibility](https://help.cirface.com/en/knowledge/training-adoption?hsLang=en#executive-visibility) [![Chill listening crop-3](https://help.cirface.com/hs-fs/hubfs/Cirface/%5BCirface%5D%20Logo%20and%20Branding/Cirface_Blue%20Yellow%20-%201920.png?width=60&height=24&name=Cirface_Blue%20Yellow%20-%201920.png "Chill listening crop-3")](https://cirface.com/) [mailto:info@cirface.com](mailto:info@cirface.com) Copyright © 2025, Cirface