Siebel Business Process Framework: Task UI Guide > Testing, Troubleshooting, Deploying, and Administering a Task UI > Administering a Task UI >

Transferring a Task Instance

The owner of a task instance can use the Universal Inbox to transfer a task UI.

Siebel CRM constrains the list of users that the user can choose to transfer a task instance. It constrains this list to users whose responsibility is added for the task. For more information, see Adding a Responsibility to a Task UI.

To transfer a task instance

1. In the Siebel client, navigate to the Inbox screen, and then the Inbox Items List view.
2. Choose the task UI you must transfer.
3. Make sure the Transfer button is available.

   If Siebel CRM disables the Transfer button, then you cannot transfer this task instance.

4. Click Transfer.

   Siebel CRM displays the Transfer To dialog box.

5. In the Owner field, choose the owner to whom you must transfer the task instance.
6. In the Comments field, enter a reason for the transfer.
7. Click OK, and then refresh the screen.

   Siebel CRM does the following:

   • Closes the pop-up applet
   • Removes the task instance from your inbox
   • Displays the task instance in the inbox of the new owner
   • Enters a check mark in the Completed field in your My Inbox Items list
   • Adds the task instance to your My Completed Items list