How to transfer or pick up a task with your team

This article will explain how to collaborate with your team by picking up or transferring tasks among your teammates

1 - Select "My Tasks" from the Project Management module on the left-hand side of the screen. This is the obi® task management module.

2 - Within My Tasks, you will find all tasks assigned to you across all projects in obi®.

3 - On this page, you'll find a table log along with the “Transfer Task” button.

4 - After identifying the relevant task from the list, select a team member from the "Team Members" drop-down menu on the left-hand side of the table log.

5 - When finished, click the "Transfer Task" button. After that, the task will be transferred, and the colour will change to grey until the page is reloaded.

6 - Apply filters to pick up tasks on behalf of my team members by clicking on "Filter" in the top left-hand corner of the log. You will be able to filter by "Team Tasks," choose the type of task, and the system will then display all tasks assigned to all of your team members across all projects or the project you have selected.

7 - Once you've identified the relevant task to action from the list, click the "Pick-up Task" button. The task will then be moved to your My Tasks list, and the colour will change to grey until the page is refreshed.