Transferring or Taking Tasks

Transfer Tasks

Users can use the transfer task functionality in e-halo to assign a running task to a specific user or organisation.

• For example, after adding the 'general' and 'format' details of a component's specification, a supplier might want to transfer the 'Complete Component' task to another user for them to add the remaining spec details. 

Who can you transfer a task to?

Complete Component Task:

• • A product supplier user can transfer this task to:
    • All the users or a specific user within their organisation
    • All the users or a specific user within a packaging supplier organisation (note: once a packaging supplier organisation has been selected, the task cannot be transferred to a different packaging supplier).
  • A packaging supplier user can transfer this task to:
    • All the users or a specific user within their organisation
    • All the users or a specific user within the product supplier organisation that briefed the creation of the component

Confirm Component Task:

• • • • A product supplier user can transfer this task to:
        • All the users or a specific user within their organisation

Complete Bill of Materials Task:

• • A product supplier user can transfer this task to:
    • All the users or a specific user within their organisation
    • All the users or a specific user within the retailer organisation that briefed the creation of the Bill Of Materials  
  • A retailer user can transfer this task to:
    • All the users or a specific user within their organisation 
    • All the users or a specific user within the product supplier organisation assigned to the Bill of Materials

Approve Bill of Materials Task:

• • A retailer user can transfer this task to:
    • All the users or a specific user within their organisation 

Confirm Bill of Materials Link Task:

• • A retailer user can transfer this task to:
    • All the users or a specific user within their organisation 

How to Transfer a task

1. Navigate to the Tasks hub and find the task you wish to transfer.

2. On the far-right side of that task's row, click on    to open a Transfer Task popup.

3. On the popup, you will have to select the organisation you want to transfer the task to. Select your own organisation if you want to transfer the task to all or a specific user within your organisation. Click '+ Next' once this is done.

4. Select the contact you would like to transfer the task to. Don't select a contact if you wish to assign the task to all contacts in the organisation.

5. The final tab is the brief instructions, the instructions are optional and will not override the brief. This section is used to add additional instructions to the person(s) you are transferring the task to.

The instructions will be displayed in the comments section of the item, under the brief instructions.

6. Complete the transfer by clicking the 'Transfer' button. 

Taking Tasks

Users will now have the possibility to take tasks assigned to other users in their organisation so that they can complete them. The new ‘take task’ functionality will allow a user to transfer tasks to themselves.

• For example, ‘Colleague 1’ and ‘Colleague 2’ both work for the same product supplier organisation, ‘Colleague 2’ has a running ‘Complete Component’ task assigned to them, but they cannot complete it because they are off ill.

  • Today: ‘Colleague 1’ can see the ‘Complete Component’ task is assigned to ‘Colleague 2’ but they cannot complete the task, as it’s not assigned to them.

  • With the ‘Take Task’ functionality: ‘Colleague 1’ can see the ‘Complete Component’ task is assigned to ‘Colleague 2’ and they have the possibility to transfer this task to themselves. Once they have transferred the ‘Complete Component’ task to themselves, ‘Colleague 1’ will be able to complete it.

The ‘take tasks’ feature is specially useful for teams where all the team members can complete any/all tasks in their organisation and a specific task doesn’t need to be completed by a specific person(s).

Note: the functionality only works for tasks within your organisation, you cannot ‘take’ a task assigned to a user that belongs to a different organisation.

How to Take a Task

1. To take a task that is not assigned to you, go to your Task Hub, find the task you wish to take and click on the ‘take’ button:

2. e-halo will ask you to confirm your action:

3. Once the action is confirmed, the task will be assigned to you, and you will be able to access and complete it.

The 'Take Task' feature is active on your domain by default. If you need this deactivating, please contact our support team on support@sunbranding.com.