pp108 : Forward Task Interface

Forward Task Interface
This topic describes the fields on the Forward Tasks interface.


Based on the authorizations to the users, the Forward Tasks dialog box contains various options.

Option

Action

Work List Manager

  1. Based on the requirement, do any of the following:Click the Useroption, click next to the User Name field. Select the required work list from the Select User dialog box that appears and click OK. The <name> of the user is displayed in the User Name field. Click the Work List option, click next to the Work List Name field. Select the required work list from the Select Users dialog box that appears and click OK. The selected work list is displayed in the Work List Name field. Provide the reason for forwarding the task in the Reason for Transfer text box.Note: While forwarding a task to another work list, it is mandatory to provide a reason. This will be displayed as a memo to the user to whom the task is forwarded.
  2. Click and select the Due date by which this task must be completed.
    Note: A Work List Manager can also forward tasks across other work lists or to users in other teams.

Team Lead

  1. Based on the requirement, do any of the following:Click the Useroption, click next to the User Name field. Select the required work list from the Select User dialog box that appears and click OK. The <name> of the user is displayed in the User Name field. Click the Team option, click next to the Team Name field. Select the required team from the Select Team dialog box that appears and click OK. The selected team is displayed in the Team Name field. Provide the reason for forwarding the task in the Reason for Transfer text box.Note: While forwarding a task to another team, it is mandatory to provide a reason. This will be displayed as a memo to the user to whom the task is forwarded.
  2. Click and select the Due date by which this task must be completed.
    Note: A Team Lead can also forward tasks across other teams in the organization.

Role

  1. Based on the requirement, do any of the following: Click the User option, click next to the User Name field. Select the required user from the Select User dialog box that appears and click OK. The <name> of the user is displayed in the User Name field. Click the Role option, click next to the Role Name field. Select the required role from the Select Role dialog box that appears and click OK. The selected role is displayed in the Role Name field. Provide the reason for forwarding the task in the Reason for Transfer text box.
    Note: While forwarding a task to another role, it is mandatory to provide a reason. This will be displayed as a memo to the user to whom the task is forwarded.
  2. Click and select the Due date by which this task must be completed.

User

Click next to the User Name field. Select the required user from the Select User dialog box that appears and click OK. The <name> of the user is displayed in the User Name field.