Hand over a task

You hand over a task you are on to a colleague who holds the same job role. Select your own name on the task's card in the Work panel, choose the colleague in To, and select the button that counts the tasks. You can hand over your other tasks of the same job role in the same act. No manager takes part, and the colleague does not need to accept.

• You are on the task, and you hold the task's job role in the department.
• At least one other person in the department holds that job role. Job roles are recorded on Workflow roles.
• To move someone else's tasks to another person, a department manager uses Assign instead. See Assign or reassign a task.

The tasks move at once, in one act. The colleague is on them as soon as you select the button, and you are off them. No task is left with nobody. Everything already done on the tasks keeps its record. To undo it, the colleague hands the tasks back to you.

1. 1.
   Open the property or engagement. In its Work panel, find a task you are on.
2. 2.
   On the card, select your own name, the one with the You badge. A window titled Hand over: and the task's title opens.
3. 3.
   In To, choose the colleague. The list shows the other people who hold the job role. It leaves out you and anyone already on the task.
4. 4.
   Look under To. If you are on other open tasks of the same job role on the property, a group such as Your other Analyst tasks lists them, each with a box, ticked. From an engagement's task, it lists the engagement's own tasks. Untick a task to keep it.
5. 5.
   Select the button that counts the tasks, for example Hand over 3: this task plus every ticked one. To close the window and change nothing, select Cancel.

• A message at the bottom right is titled Handed over. It names the colleague and says how many tasks they are on, for example that Harbor Lane Analyst is on 2 tasks.
• The card shows the colleague, not you. The tasks are on their My Tasks and no longer on yours.

A message headed Not handed over says why. Nothing was saved.

• To says Required: choose the colleague, then select the button again.
• “A task on the list changed since it was shown. Nothing was saved. Open the list again.” Someone moved or finished a task on the list. Select your name on the card again to see the list as it is now.
• “Someone changed who is on a task on the list. Nothing was saved. Open the list again.” Someone put a person on a task, or took one off, while the window was open. Open it again.
• “That person does not hold this role here, or has left. Choose someone who holds it.” Choose another colleague.
• “Only the person on this task, who holds its role, can hand it over.” Your name is not a button on a card you are not on, or when you do not hold the job role. Ask the person on the task, or a department manager.