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 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 Inbox.
  2. Tap the ... button.
  3. Tap Share With.
  4. Search for a person to share the task with, or select a user from the Recent, Workflow, or Team tabs.
  5. Select the person.
  6. The shared person is added to the task card.
  7. You can tap the Shared User, to display their details.

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 ... button.
  4. Tap Share.
  5. Tap Share With.
  6. Select the person.
  7. The shared person is added to the task card.
  8. Tap the Shared User, to display their details.