- Navigate to “Dashboard”
- Locate the “Top Priority Open Tasks” section
- Select the task you want to forward
- Review the task details in the slide-over panel
- Click “Forward Task”
- Select the user you want to forward the task to from the dropdown list
- Add notes, if required
- Click “Forward Task”
This will create a notification via email and new task in collaboration hub for the assigned user.
- This will create a notification via email and new task in collaboration hub for the assigned user.