Articles on: Tasks

How do I forward a task assigned to me?

If you want to pass on a task that has been assigned to you to someone else, you can do this as follows:

First click on Tasks (1.) and then on the task (2.) that you want to assign to someone else. You can select the task either by double-clicking or by clicking once. Clicking once opens a side panel (area highlighted in yellow). Here, you have the same options as when you select the task by double-clicking.

After double-clicking, the detail view opens. You will see the task again in detail and can now click the > Forward button.

The task opens. You can now select the new person in charge by entering their name in the search field (highlighted in yellow). Confirm your selection by clicking the “Save and Assign” button.

You will automatically return to the task overview. Below the "Details" you will now see the section "Forwarded Tasks".

Note: The task will be recreated and assigned to the appropriate person. The task that was assigned to you will remain in your system.

Updated on: 21/07/2026

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