Managing changes
Hand work to another team
Transfer task ownership with context and a recorded history.
- Who can use it
- Users allowed to edit the task and target department.
- Where to find it
- Open a task > Handover and ownership history.
Step by step
Open the task and expand Handover and ownership history.
Choose the target department. The list is limited by your access.
Assign an eligible person in that department or leave the task in the Department queue.
Write a handover note explaining completed work, evidence locations, and the expected next action.
Select Record handover and check the updated ownership and previous-handovers list.
Enlarge screenshotWhat to know
Department queue
A task can belong to a department without a named assignee. Changing the target department resets the person selection, so select the recipient after the department.
Recorded context
The history shows the source and destination, note, actor, and date. Handover notifications can alert recipients according to their preferences.