How to handover an action to another staff member

You can hand over a specific task to another member of your team by following the steps below:

  1. Navigate to the ‘My Actions’ view.
  2. Click on the action that you wish to handover.
  3. Use the context menu and click on ‘Reassign Action.’
  4. Enter the name of the staff member in your team that you wish to handover to.
  5. In this example, you know that Morris Fletcher is working tomorrow, and you have agreed with them that they will complete the IDL with the details for follow-up. This ensures that nothing is lost in handover.