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Procedure documentationForwarding Tasks Locate this document in the navigation structure

 

Using the Forward function you can forward a task in your Universal Worklist to one or more people for completion.

Note Note

It depends on your task type if the Forward function is available to you or not.

End of the note.

Procedure

  1. In the menu of the task you want to forward, select the menu entry Forward.

  2. Either enter the name of the person you want to forward the task to, or choose Select and use the person search to select the corresponding person as the nominee.

    Note Note

    You can specify more than one person as the nominee.

    In the person search, you can display details about each user by clicking the user name.

    End of the note.

  3. You can create a note for the forwarded task for the nominees.

  4. Click Send.

    The task is displayed in your Universal Worklist under Forwarded Tasks.