Help › Planning the work

How do I approve or dismiss a hand-off request?

For owners and office staff

A task with a hand-off request shows ↔ Reassignment requested.

1. Find it in the Needs attention list on the Today tab, or click the task.
2. Click Approve to move the task to the person they suggested. That person gets an email.
3. If they did not suggest anyone, tick who should take it under Assigned to first, then click Approve.
4. Click Dismiss to leave the task with the person who asked.

More in “Planning the work”

• How do I create a work order?
• How do I build a checklist?
• How do I assign work to someone?
• How do I make a work order repeat?
• How do I copy a work order, a day or a week?
• How do I save a work order as a template?

All help topics · User guide (PDF) · Sign in