Support Assessments
How Do I Unassign an Assessment After It Is Completed?

How Do I Unassign an Assessment After It Is Completed?

Posted by Support Team on September 10, 2020 — Updated on May 21, 2025

Here’s how to un-assign an assessment after it is completed, starting from the “Clients” tab of your Dashboard. Step-by-step instructions are below:

1. Click on the “Clients” tab on the left side bar.

Go to the Clients tab and select the client from whom you want to unassign an assessment.

Click on the “Clients” tab on the left side bar.

2. Select a client from the list.

Select the client yyou want to unassign an assessment from within the client’s profile.

Select a client from the list.

3. Click “Assessments.”

In the client’s profile, select the “Assessments” tab.

Click 'Assessments.'

4. Click “Assign New Assessment.”

From the Assigned Assessments section, click “Assign New Assessment.”

Click 'Assign New Assessment.'

5. Click “Select an assessment or sequence.”

Select the specific assessment you want to assign to the client and later unassign after it has been completed.

Click 'Select an assessment or sequence.'

6. Check the box for “Unassign after client completes assessment(s)?”

After selecting the assessment, check the box for “Unassign after client completes assessment(s)?” if you want it to be unassigned upon completion. Then, click “Assign.”

Check the box for 'Unassign after client completes assessment(s)?'

Now you can un-assign an assessment after it has been completed!

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