Transferring a Task Instance

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

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.

To transfer a task instance

1. In the Siebel client, navigate to the Inbox screen and then the Inbox Items List view.

2. Select the task you want to 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.

5. In Transfer To dialog box that opens, select the owner to whom you want to transfer the task instance in the Owner field.

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 the inbox

   • Displays the task instance in the inbox of the new owner

   • Enters a check mark in the Completed field in the My Inbox Items list

   • Adds the task instance to the My Completed Items list