Sharing a Task

This topic describes how to share a task. A task can be shared in two places:

  • From the task card
  • From the form
When you share a task item, that task appears in your Inbox and the other person's Inbox. When a person to actions the task it is automatically removed from both Inboxes.

Sharing a Task Using the Task Card

Share a task using the Share button in the Actions Panel on the Task Card.

  1. Select a task from the Task List.
  2. Tap the Actions button.
  3. Tap Share.
  4. Search for a person to share the task with.
  5. Select the person.
  6. A notification is displayed showing you that the task is shared.

Sharing a Task Using the Form

Share a task using the Share button in the Actions Panel on the form.

  1. Select a task from the Inbox.
  2. Tap the Form button.
  3. Tap the Actions button.
  4. Tap Share.
  5. Search for a person to share the task with.
  6. Select the person.
  7. A notification is displayed showing you that the task is shared.