Allocating and Releasing Tasks

You can allocate and release tasks in your Tasks section. An allocated task must be either actioned by you or released so that other people can action it.

To allocate a task to yourself, open a task item from the Tasks and tap the Info button on the Task Card Detail. When you do this, the Allocate slider automatically allocates the task to you. Keep in mind that once you do this other people assigned the same task no longer see it in their Tasks.

Depending on how the task step is designed, other people may still see the task in their Tasks even if you've allocated it to yourself.

To release a task, open a task item from the Tasks section and tap the Info button on the Task Card Detail. Tap the Allocate slider and the task is released.