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
- In the Siebel client, navigate to the Inbox screen, and then the Inbox Items List view.
- Choose the task UI you must transfer.
- Make sure the Transfer button is available.
If Siebel CRM disables the Transfer button, then you cannot transfer this task instance.
- Click Transfer.
Siebel CRM displays the Transfer To dialog box.
- In the Owner field, choose the owner to whom you must transfer the task instance.
- In the Comments field, enter a reason for the transfer.
- 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
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